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 8-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 | $20,277 | $72,277-71.9% | $101,248-80.0% | $79,858-74.6% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.8%+21.6pp | 69.6%+27.7pp |
| Annual return | 17.54% | 22.30%-4.8pp | 46.47%-28.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,118 | $2,692+15.8% | $3,660-14.8% | $2,471+26.2% |
| Participant deferral / active EE | $4,478 | $3,282+36.5% | $4,370+2.5% | $3,740+19.7% |
| Admin fee / account holder | $2,345 | $4,400-46.7% | $5,945-60.6% | $5,306-55.8% |