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 | $40,495 | $122,239-66.9% | $184,203-78.0% | $74,495-45.6% |
| Participation rate | 86.0% | 85.5%+0.5pp | 86.8%-0.8pp | 67.2%+18.8pp |
| Annual return | 12.83% | 19.95%-7.1pp | 28.81%-16.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,804 | $4,537-38.2% | $6,427-56.4% | $2,623+6.9% |
| Participant deferral / active EE | $4,509 | $7,139-36.8% | $9,131-50.6% | $4,346+3.8% |
| Admin fee / account holder | $4,500 | $1,260+257.2% | $13,901-67.6% | $1,942+131.8% |