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 6-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 | $19,282 | $93,571-79.4% | $135,903-85.8% | $75,163-74.3% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 29.37% | 30.90%-1.5pp | 68.23%-38.9pp | 160.62%-131.3pp |
| Employer contribution / active EE | $3,773 | $3,537+6.7% | $4,856-22.3% | $2,670+41.3% |
| Participant deferral / active EE | $7,128 | $6,404+11.3% | $7,758-8.1% | $4,125+72.8% |
| Admin fee / account holder | $593 | $6,975-91.5% | $10,762-94.5% | $5,651-89.5% |