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 | $17,098 | $109,881-84.4% | $150,045-88.6% | $84,808-79.8% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.1pp | 68.3%+24.1pp |
| Annual return | 18.49% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,162 | $3,561-67.4% | $4,693-75.2% | $2,631-55.8% |
| Participant deferral / active EE | $5,830 | $6,636-12.1% | $7,997-27.1% | $4,212+38.4% |
| Admin fee / account holder | $2,549 | $8,568-70.3% | $13,435-81.0% | $7,344-65.3% |