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 7-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 | $35,224 | $109,359-67.8% | $162,163-78.3% | $72,985-51.7% |
| Participation rate | 78.8% | 84.3%-5.5pp | 87.6%-8.8pp | 69.5%+9.3pp |
| Annual return | 21.71% | 25.46%-3.7pp | 115.59%-93.9pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,438 | $3,907-63.2% | $5,614-74.4% | $2,440-41.1% |
| Participant deferral / active EE | $3,460 | $5,481-36.9% | $7,298-52.6% | $3,607-4.1% |
| Admin fee / account holder | $20,366 | $7,972+155.5% | $10,843+87.8% | $5,124+297.4% |