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 | $24,207 | $78,422-69.1% | $95,952-74.8% | $79,858-69.7% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.8pp | 69.6%+27.2pp |
| Annual return | 18.20% | 19.37%-1.2pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,027 | $1,945+4.2% | $2,541-20.2% | $2,471-18.0% |
| Participant deferral / active EE | $3,703 | $3,440+7.6% | $4,167-11.1% | $3,740-1.0% |
| Admin fee / account holder | $2,020 | $5,622-64.1% | $6,795-70.3% | $5,306-61.9% |