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 3-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 | $18,532 | $94,625-80.4% | $116,228-84.1% | $84,808-78.1% |
| Participation rate | 92.1% | 70.4%+21.7pp | 74.6%+17.6pp | 68.3%+23.8pp |
| Annual return | 21.15% | 20.40%+0.7pp | 90.06%-68.9pp | 40.90%-19.7pp |
| Employer contribution / active EE | $6,628 | $2,347+182.4% | $2,994+121.3% | $2,631+151.9% |
| Participant deferral / active EE | $4,888 | $3,972+23.1% | $4,953-1.3% | $4,212+16.1% |
| Admin fee / account holder | $745 | $10,091-92.6% | $11,989-93.8% | $7,344-89.9% |