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 8-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 | $32,622 | $125,758-74.1% | $169,993-80.8% | $75,163-56.6% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.0%-1.8pp | 67.2%+18.0pp |
| Annual return | 21.22% | 27.20%-6.0pp | 53.37%-32.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,685 | $4,615-41.8% | $6,785-60.4% | $2,670+0.6% |
| Participant deferral / active EE | $6,376 | $6,837-6.7% | $10,408-38.7% | $4,125+54.6% |
| Admin fee / account holder | $449 | $8,173-94.5% | $12,815-96.5% | $5,651-92.1% |