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 4-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 | $22,045 | $148,978-85.2% | $200,582-89.0% | $84,808-74.0% |
| Participation rate | 85.6% | 84.2%+1.3pp | 86.9%-1.3pp | 68.3%+17.2pp |
| Annual return | 51.44% | 28.16%+23.3pp | 42.33%+9.1pp | 40.90%+10.5pp |
| Employer contribution / active EE | $2,033 | $4,815-57.8% | $6,419-68.3% | $2,631-22.7% |
| Participant deferral / active EE | $5,285 | $7,142-26.0% | $9,331-43.4% | $4,212+25.5% |
| Admin fee / account holder | $454 | $13,977-96.7% | $16,305-97.2% | $7,344-93.8% |