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 | $33,485 | $125,758-73.4% | $169,993-80.3% | $75,163-55.5% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 22.82% | 27.20%-4.4pp | 53.37%-30.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,628 | $4,615-43.0% | $6,785-61.3% | $2,670-1.6% |
| Participant deferral / active EE | $10,376 | $6,837+51.8% | $10,408-0.3% | $4,125+151.5% |
| Admin fee / account holder | $1,054 | $8,173-87.1% | $12,815-91.8% | $5,651-81.3% |