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 | $21,021 | $72,492-71.0% | $87,100-75.9% | $72,985-71.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 54.56% | 24.46%+30.1pp | 28.19%+26.4pp | 81.00%-26.4pp |
| Employer contribution / active EE | $834 | $1,894-56.0% | $2,521-66.9% | $2,440-65.8% |
| Participant deferral / active EE | $4,917 | $3,270+50.4% | $4,049+21.4% | $3,607+36.3% |
| Admin fee / account holder | $2,329 | $5,055-53.9% | $7,497-68.9% | $5,124-54.5% |