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 | $19,665 | $94,625-79.2% | $116,228-83.1% | $84,808-76.8% |
| Participation rate | 96.4% | 70.4%+26.0pp | 74.6%+21.9pp | 68.3%+28.1pp |
| Annual return | 14.13% | 20.40%-6.3pp | 90.06%-75.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,847 | $2,347+63.9% | $2,994+28.5% | $2,631+46.2% |
| Participant deferral / active EE | $2,174 | $3,972-45.3% | $4,953-56.1% | $4,212-48.4% |
| Admin fee / account holder | $3,955 | $10,091-60.8% | $11,989-67.0% | $7,344-46.1% |