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 8-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 | $19,616 | $58,512-66.5% | $84,015-76.7% | $72,985-73.1% |
| Participation rate | 87.0% | 61.2%+25.8pp | 69.0%+18.0pp | 69.5%+17.5pp |
| Annual return | 25.54% | 28.93%-3.4pp | 71.31%-45.8pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,377 | $1,163+18.4% | $1,983-30.6% | $2,440-43.6% |
| Participant deferral / active EE | $2,335 | $2,394-2.5% | $3,239-27.9% | $3,607-35.3% |
| Admin fee / account holder | $5,183 | $4,569+13.4% | $6,101-15.0% | $5,124+1.1% |