See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,941 | $201,272-87.1% | $184,203-85.9% | $145,922-82.2% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 13.57% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,699 | $7,022-61.6% | $6,427-58.0% | $4,660-42.1% |
| Participant deferral / active EE | $6,244 | $9,806-36.3% | $9,131-31.6% | $6,688-6.6% |
| Admin fee / account holder | $26,598 | $16,364+62.5% | $13,901+91.3% | $13,397+98.5% |