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 | $20,572 | $109,881-81.3% | $150,045-86.3% | $84,808-75.7% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.4pp | 68.3%+28.4pp |
| Annual return | 25.60% | 28.25%-2.7pp | 62.55%-37.0pp | 40.90%-15.3pp |
| Employer contribution / active EE | $3,370 | $3,561-5.4% | $4,693-28.2% | $2,631+28.1% |
| Participant deferral / active EE | $4,475 | $6,636-32.6% | $7,997-44.0% | $4,212+6.3% |
| Admin fee / account holder | $918 | $8,568-89.3% | $13,435-93.2% | $7,344-87.5% |