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 | $16,163 | $74,927-78.4% | $101,794-84.1% | $84,808-80.9% |
| Participation rate | 92.9% | 61.4%+31.5pp | 69.2%+23.7pp | 68.3%+24.5pp |
| Annual return | 21.52% | 18.70%+2.8pp | 30.53%-9.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,120 | $1,522+39.3% | $2,289-7.4% | $2,631-19.4% |
| Participant deferral / active EE | $4,516 | $3,099+45.7% | $4,084+10.6% | $4,212+7.2% |
| Admin fee / account holder | $1,972 | $6,514-69.7% | $8,777-77.5% | $7,344-73.1% |