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 5-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 | $18,996 | $93,571-79.7% | $135,903-86.0% | $75,163-74.7% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | 38.53% | 30.90%+7.6pp | 68.23%-29.7pp | 160.62%-122.1pp |
| Employer contribution / active EE | $2,651 | $3,537-25.0% | $4,856-45.4% | $2,670-0.7% |
| Participant deferral / active EE | $8,316 | $6,404+29.9% | $7,758+7.2% | $4,125+101.6% |
| Admin fee / account holder | $327 | $6,975-95.3% | $10,762-97.0% | $5,651-94.2% |