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 8-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 | $25,729 | $86,286-70.2% | $111,297-76.9% | $85,850-70.0% |
| Participation rate | 84.9% | 73.3%+11.6pp | 77.3%+7.6pp | 69.3%+15.6pp |
| Annual return | 16.10% | 19.99%-3.9pp | 54.65%-38.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,048 | $2,043+0.2% | $2,731-25.0% | $2,565-20.2% |
| Participant deferral / active EE | $4,529 | $3,641+24.4% | $4,487+0.9% | $3,952+14.6% |
| Admin fee / account holder | $474 | $8,188-94.2% | $7,964-94.0% | $6,260-92.4% |