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 | $34,368 | $148,978-76.9% | $200,582-82.9% | $84,808-59.5% |
| Participation rate | 72.7% | 84.2%-11.5pp | 86.9%-14.2pp | 68.3%+4.4pp |
| Annual return | 17.45% | 28.16%-10.7pp | 42.33%-24.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,405 | $4,815-29.3% | $6,419-46.9% | $2,631+29.4% |
| Participant deferral / active EE | $5,547 | $7,142-22.3% | $9,331-40.5% | $4,212+31.7% |
| Admin fee / account holder | $23,807 | $13,977+70.3% | $16,305+46.0% | $7,344+224.2% |