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 | $35,003 | $125,758-72.2% | $169,993-79.4% | $75,163-53.4% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.0%+4.4pp | 67.2%+24.2pp |
| Annual return | 31.95% | 27.20%+4.7pp | 53.37%-21.4pp | 160.62%-128.7pp |
| Employer contribution / active EE | $2,139 | $4,615-53.7% | $6,785-68.5% | $2,670-19.9% |
| Participant deferral / active EE | $7,296 | $6,837+6.7% | $10,408-29.9% | $4,125+76.9% |
| Admin fee / account holder | $3,016 | $8,173-63.1% | $12,815-76.5% | $5,651-46.6% |