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 | $13,510 | $138,347-90.2% | $184,203-92.7% | $80,856-83.3% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.6%+29.0pp |
| Annual return | 55.49% | 20.02%+35.5pp | 28.81%+26.7pp | 35.59%+19.9pp |
| Employer contribution / active EE | $3,261 | $4,850-32.8% | $6,427-49.3% | $2,755+18.4% |
| Participant deferral / active EE | $4,543 | $7,071-35.8% | $9,131-50.3% | $4,296+5.7% |
| Admin fee / account holder | $1,338 | $10,483-87.2% | $13,901-90.4% | $6,918-80.7% |