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 | $13,200 | $71,883-81.6% | $86,677-84.8% | $68,494-80.7% |
| Participation rate | 90.1% | 72.2%+17.9pp | 76.6%+13.5pp | 67.9%+22.2pp |
| Annual return | 38.95% | 3.52%+35.4pp | 35.91%+3.0pp | -7.84%+46.8pp |
| Employer contribution / active EE | $1,964 | $2,173-9.6% | $2,836-30.8% | $2,596-24.4% |
| Participant deferral / active EE | $5,004 | $3,779+32.4% | $4,656+7.5% | $4,027+24.2% |
| Admin fee / account holder | $415 | $6,112-93.2% | $7,493-94.5% | $5,403-92.3% |