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 | $13,441 | $93,571-85.6% | $135,903-90.1% | $75,163-82.1% |
| Participation rate | 86.1% | 75.2%+10.9pp | 81.9%+4.2pp | 67.2%+18.9pp |
| Annual return | 22.97% | 30.90%-7.9pp | 68.23%-45.3pp | 160.62%-137.6pp |
| Employer contribution / active EE | $2,815 | $3,537-20.4% | $4,856-42.0% | $2,670+5.4% |
| Participant deferral / active EE | $4,565 | $6,404-28.7% | $7,758-41.2% | $4,125+10.7% |
| Admin fee / account holder | $4,143 | $6,975-40.6% | $10,762-61.5% | $5,651-26.7% |