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 | $19,905 | $86,929-77.1% | $102,423-80.6% | $80,856-75.4% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 64.75% | 18.88%+45.9pp | 29.32%+35.4pp | 35.59%+29.2pp |
| Employer contribution / active EE | $5,824 | $2,369+145.8% | $3,023+92.6% | $2,755+111.4% |
| Participant deferral / active EE | $12,367 | $4,118+200.3% | $5,053+144.7% | $4,296+187.9% |
| Admin fee / account holder | $3,057 | $8,049-62.0% | $9,451-67.6% | $6,918-55.8% |