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 9-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 | $32,352 | $95,803-66.2% | $113,168-71.4% | $84,808-61.9% |
| Participation rate | 93.9% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.6pp |
| Annual return | 20.29% | 25.00%-4.7pp | 24.27%-4.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,795 | $2,360+60.8% | $2,975+27.6% | $2,631+44.2% |
| Participant deferral / active EE | $7,046 | $4,242+66.1% | $5,107+38.0% | $4,212+67.3% |
| Admin fee / account holder | $832 | $8,989-90.7% | $12,068-93.1% | $7,344-88.7% |