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 7-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 | $31,124 | $109,413-71.6% | $156,263-80.1% | $84,808-63.3% |
| Participation rate | 97.1% | 72.7%+24.5pp | 78.9%+18.2pp | 68.3%+28.8pp |
| Annual return | 53.92% | 20.18%+33.7pp | 59.47%-5.6pp | 40.90%+13.0pp |
| Employer contribution / active EE | $4,936 | $2,907+69.8% | $4,333+13.9% | $2,631+87.6% |
| Participant deferral / active EE | $7,150 | $4,590+55.8% | $6,158+16.1% | $4,212+69.8% |
| Admin fee / account holder | $1,039 | $9,357-88.9% | $14,255-92.7% | $7,344-85.9% |