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 | $19,375 | $74,927-74.1% | $101,794-81.0% | $84,808-77.2% |
| Participation rate | 96.9% | 61.4%+35.5pp | 69.2%+27.7pp | 68.3%+28.6pp |
| Annual return | 18.91% | 18.70%+0.2pp | 30.53%-11.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,057 | $1,522+100.9% | $2,289+33.6% | $2,631+16.2% |
| Participant deferral / active EE | $4,690 | $3,099+51.3% | $4,084+14.8% | $4,212+11.4% |
| Admin fee / account holder | $6,763 | $6,514+3.8% | $8,777-22.9% | $7,344-7.9% |