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 9-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 | $16,371 | $53,777-69.6% | $134,143-87.8% | $79,858-79.5% |
| Participation rate | 94.0% | 58.8%+35.2pp | 72.2%+21.8pp | 69.6%+24.4pp |
| Annual return | 12.36% | 19.01%-6.6pp | 36.33%-24.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,054 | $1,321+55.5% | $3,704-44.5% | $2,471-16.9% |
| Participant deferral / active EE | $3,496 | $2,420+44.4% | $3,499-0.1% | $3,740-6.5% |
| Admin fee / account holder | $5,929 | $3,984+48.8% | $6,684-11.3% | $5,306+11.7% |