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 | $19,956 | $89,753-77.8% | $107,525-81.4% | $84,808-76.5% |
| Participation rate | 88.6% | 68.1%+20.5pp | 75.1%+13.5pp | 68.3%+20.3pp |
| Annual return | 17.76% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,390 | $3,113-55.4% | $3,754-63.0% | $2,631-47.2% |
| Participant deferral / active EE | $2,712 | $4,056-33.1% | $5,116-47.0% | $4,212-35.6% |
| Admin fee / account holder | $1,438 | $7,222-80.1% | $8,919-83.9% | $7,344-80.4% |