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 | $24,519 | $101,724-75.9% | $164,813-85.1% | $80,856-69.7% |
| Participation rate | 81.2% | 71.8%+9.3pp | 78.6%+2.6pp | 67.6%+13.5pp |
| Annual return | 12.07% | 16.72%-4.6pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,672 | $4,477-40.3% | $6,031-55.7% | $4,296-37.8% |
| Admin fee / account holder | $13,161 | $8,227+60.0% | $12,690+3.7% | $6,918+90.2% |