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 6-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 | $44,443 | $148,978-70.2% | $200,582-77.8% | $84,808-47.6% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 18.72% | 28.16%-9.4pp | 42.33%-23.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,028 | $4,815-37.1% | $6,419-52.8% | $2,631+15.1% |
| Participant deferral / active EE | $7,148 | $7,142+0.1% | $9,331-23.4% | $4,212+69.7% |
| Admin fee / account holder | $2,310 | $13,977-83.5% | $16,305-85.8% | $7,344-68.5% |