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 4-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 | $19,307 | $101,724-81.0% | $164,813-88.3% | $80,856-76.1% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.6%+28.8pp |
| Annual return | 11.81% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,872 | $2,953-2.7% | $4,341-33.8% | $2,755+4.3% |
| Participant deferral / active EE | $2,971 | $4,477-33.7% | $6,031-50.7% | $4,296-30.8% |
| Admin fee / account holder | $337 | $8,227-95.9% | $12,690-97.3% | $6,918-95.1% |