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 6-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 | $30,623 | $94,625-67.6% | $116,228-73.7% | $84,808-63.9% |
| Participation rate | 94.0% | 70.4%+23.6pp | 74.6%+19.5pp | 68.3%+25.7pp |
| Annual return | 20.67% | 20.40%+0.3pp | 90.06%-69.4pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,970 | $2,347+26.6% | $2,994-0.8% | $2,631+12.9% |
| Participant deferral / active EE | $5,141 | $3,972+29.4% | $4,953+3.8% | $4,212+22.1% |
| Admin fee / account holder | $1,216 | $10,091-87.9% | $11,989-89.9% | $7,344-83.4% |