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 | $19,048 | $93,571-79.6% | $135,903-86.0% | $75,163-74.7% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 43.04% | 30.90%+12.1pp | 68.23%-25.2pp | 160.62%-117.6pp |
| Employer contribution / active EE | $1,224 | $3,537-65.4% | $4,856-74.8% | $2,670-54.2% |
| Participant deferral / active EE | $3,682 | $6,404-42.5% | $7,758-52.5% | $4,125-10.7% |
| Admin fee / account holder | $766 | $6,975-89.0% | $10,762-92.9% | $5,651-86.5% |