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 | $21,645 | $93,571-76.9% | $135,903-84.1% | $75,163-71.2% |
| Participation rate | 91.8% | 75.2%+16.7pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 53.85% | 30.90%+22.9pp | 68.23%-14.4pp | 160.62%-106.8pp |
| Employer contribution / active EE | $1,036 | $3,537-70.7% | $4,856-78.7% | $2,670-61.2% |
| Participant deferral / active EE | $7,411 | $6,404+15.7% | $7,758-4.5% | $4,125+79.7% |
| Admin fee / account holder | $2,668 | $6,975-61.7% | $10,762-75.2% | $5,651-52.8% |