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 | $20,422 | $138,347-85.2% | $184,203-88.9% | $80,856-74.7% |
| Participation rate | 93.2% | 83.9%+9.3pp | 86.8%+6.4pp | 67.6%+25.6pp |
| Annual return | 27.06% | 20.02%+7.0pp | 28.81%-1.7pp | 35.59%-8.5pp |
| Employer contribution / active EE | $2,389 | $4,850-50.8% | $6,427-62.8% | $2,755-13.3% |
| Participant deferral / active EE | $4,188 | $7,071-40.8% | $9,131-54.1% | $4,296-2.5% |
| Admin fee / account holder | $1,537 | $10,483-85.3% | $13,901-88.9% | $6,918-77.8% |