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 5-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 | $12,135 | $70,428-82.8% | $96,562-87.4% | $85,850-85.9% |
| Participation rate | 75.3% | 61.8%+13.5pp | 69.8%+5.5pp | 69.3%+6.0pp |
| Annual return | 18.82% | 18.59%+0.2pp | 37.78%-19.0pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,890 | $1,413+33.7% | $2,356-19.8% | $2,565-26.3% |
| Participant deferral / active EE | $4,140 | $2,894+43.1% | $3,849+7.6% | $3,952+4.8% |
| Admin fee / account holder | $1,146 | $4,997-77.1% | $6,181-81.5% | $6,260-81.7% |