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 7-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 | $20,966 | $78,422-73.3% | $95,952-78.1% | $79,858-73.7% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 23.72% | 19.37%+4.3pp | 91.61%-67.9pp | 31.71%-8.0pp |
| Employer contribution / active EE | $1,716 | $1,945-11.8% | $2,541-32.4% | $2,471-30.5% |
| Participant deferral / active EE | $4,061 | $3,440+18.1% | $4,167-2.5% | $3,740+8.6% |
| Admin fee / account holder | $3,186 | $5,622-43.3% | $6,795-53.1% | $5,306-40.0% |