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 7-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 | $18,497 | $176,812-89.5% | $146,665-87.4% | $167,490-89.0% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 16.35% | 24.03%-7.7pp | 22.74%-6.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,819 | $5,160-45.4% | $4,136-31.8% | $4,837-41.7% |
| Participant deferral / active EE | $3,775 | $6,440-41.4% | $5,506-31.4% | $6,341-40.5% |
| Admin fee / account holder | $1,677 | $13,259-87.4% | $10,280-83.7% | $12,309-86.4% |