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 | $22,688 | $201,272-88.7% | $184,203-87.7% | $145,922-84.5% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.6pp |
| Annual return | 15.06% | 29.00%-13.9pp | 28.81%-13.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,006 | $7,022-71.4% | $6,427-68.8% | $4,660-57.0% |
| Participant deferral / active EE | $6,413 | $9,806-34.6% | $9,131-29.8% | $6,688-4.1% |
| Admin fee / account holder | $2,670 | $16,364-83.7% | $13,901-80.8% | $13,397-80.1% |