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 7-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 | $18,772 | $109,881-82.9% | $150,045-87.5% | $84,808-77.9% |
| Participation rate | 91.5% | 76.1%+15.4pp | 82.3%+9.2pp | 68.3%+23.2pp |
| Annual return | 44.72% | 28.25%+16.5pp | 62.55%-17.8pp | 40.90%+3.8pp |
| Employer contribution / active EE | $4,818 | $3,561+35.3% | $4,693+2.7% | $2,631+83.1% |
| Participant deferral / active EE | $9,595 | $6,636+44.6% | $7,997+20.0% | $4,212+127.8% |
| Admin fee / account holder | $6,014 | $8,568-29.8% | $13,435-55.2% | $7,344-18.1% |