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 4-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 | $16,245 | $93,170-82.6% | $100,534-83.8% | $84,808-80.8% |
| Participation rate | 91.2% | 75.8%+15.3pp | 80.6%+10.6pp | 68.3%+22.9pp |
| Annual return | 16.68% | 47.13%-30.4pp | 32.66%-16.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,769 | $3,985-55.6% | $4,346-59.3% | $2,631-32.7% |
| Participant deferral / active EE | $4,034 | $5,699-29.2% | $6,144-34.3% | $4,212-4.2% |
| Admin fee / account holder | $2,400 | $7,382-67.5% | $7,654-68.6% | $7,344-67.3% |