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 | $22,909 | $89,753-74.5% | $107,525-78.7% | $84,808-73.0% |
| Participation rate | 79.1% | 68.1%+11.0pp | 75.1%+4.0pp | 68.3%+10.8pp |
| Annual return | 16.51% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,899 | $3,113-39.0% | $3,754-49.4% | $2,631-27.8% |
| Participant deferral / active EE | $2,464 | $4,056-39.3% | $5,116-51.8% | $4,212-41.5% |
| Admin fee / account holder | $5,683 | $7,222-21.3% | $8,919-36.3% | $7,344-22.6% |