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 | $22,767 | $109,881-79.3% | $150,045-84.8% | $84,808-73.2% |
| Participation rate | 90.5% | 76.1%+14.4pp | 82.3%+8.2pp | 68.3%+22.2pp |
| Annual return | 22.46% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $5,519 | $3,561+55.0% | $4,693+17.6% | $2,631+109.8% |
| Participant deferral / active EE | $7,717 | $6,636+16.3% | $7,997-3.5% | $4,212+83.2% |
| Admin fee / account holder | $4,194 | $8,568-51.0% | $13,435-68.8% | $7,344-42.9% |