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 | $18,494 | $68,547-73.0% | $120,354-84.6% | $80,856-77.1% |
| Participation rate | 98.6% | 61.6%+37.0pp | 71.9%+26.7pp | 67.6%+31.0pp |
| Annual return | 11.13% | 23.60%-12.5pp | 107.15%-96.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,412 | $2,051+17.6% | $3,463-30.3% | $2,755-12.4% |
| Participant deferral / active EE | $2,216 | $3,173-30.2% | $4,991-55.6% | $4,296-48.4% |
| Admin fee / account holder | $1,916 | $5,732-66.6% | $9,423-79.7% | $6,918-72.3% |