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 6-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 | $19,485 | $78,672-75.2% | $109,143-82.1% | $85,850-77.3% |
| Participation rate | 95.7% | 68.3%+27.4pp | 75.9%+19.8pp | 69.3%+26.4pp |
| Annual return | 17.27% | 25.09%-7.8pp | 25.75%-8.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,367 | $2,735-13.4% | $3,722-36.4% | $2,565-7.7% |
| Participant deferral / active EE | $3,343 | $3,467-3.6% | $4,653-28.1% | $3,952-15.4% |
| Admin fee / account holder | $1,199 | $5,469-78.1% | $6,752-82.2% | $6,260-80.9% |