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 | $14,960 | $109,881-86.4% | $150,045-90.0% | $84,808-82.4% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 15.94% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,350 | $3,561-34.0% | $4,693-49.9% | $2,631-10.7% |
| Participant deferral / active EE | $5,274 | $6,636-20.5% | $7,997-34.1% | $4,212+25.2% |
| Admin fee / account holder | $4,363 | $8,568-49.1% | $13,435-67.5% | $7,344-40.6% |