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 | $18,996 | $94,625-79.9% | $116,228-83.7% | $84,808-77.6% |
| Participation rate | 78.8% | 70.4%+8.3pp | 74.6%+4.2pp | 68.3%+10.5pp |
| Annual return | 16.01% | 20.40%-4.4pp | 90.06%-74.1pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,524 | $2,347-35.1% | $2,994-49.1% | $2,631-42.1% |
| Participant deferral / active EE | $3,351 | $3,972-15.6% | $4,953-32.3% | $4,212-20.4% |
| Admin fee / account holder | $5,456 | $10,091-45.9% | $11,989-54.5% | $7,344-25.7% |