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 5-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 | $24,348 | $81,625-70.2% | $167,512-85.5% | $74,304-67.2% |
| Participation rate | 71.0% | 60.0%+11.0pp | 77.1%-6.1pp | 60.3%+10.6pp |
| Annual return | 22.40% | 26.09%-3.7pp | 1615.79%-1593.4pp | 29.43%-7.0pp |
| Employer contribution / active EE | $1,025 | $2,010-49.0% | $3,882-73.6% | $2,241-54.3% |
| Participant deferral / active EE | $4,452 | $4,115+8.2% | $6,405-30.5% | $3,767+18.2% |
| Admin fee / account holder | $3,095 | $3,474-10.9% | $9,769-68.3% | $2,969+4.3% |