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 | $20,689 | $138,347-85.0% | $184,203-88.8% | $80,856-74.4% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.6%+28.7pp |
| Annual return | 17.89% | 20.02%-2.1pp | 28.81%-10.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,608 | $4,850+15.6% | $6,427-12.7% | $2,755+103.6% |
| Participant deferral / active EE | $9,293 | $7,071+31.4% | $9,131+1.8% | $4,296+116.3% |
| Admin fee / account holder | $2,422 | $10,483-76.9% | $13,901-82.6% | $6,918-65.0% |