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 6-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 | $18,903 | $109,881-82.8% | $150,045-87.4% | $84,808-77.7% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 16.15% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,393 | $3,561-60.9% | $4,693-70.3% | $2,631-47.1% |
| Participant deferral / active EE | $3,241 | $6,636-51.2% | $7,997-59.5% | $4,212-23.0% |
| Admin fee / account holder | $4,174 | $8,568-51.3% | $13,435-68.9% | $7,344-43.2% |