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 | $39,263 | $138,347-71.6% | $184,203-78.7% | $80,856-51.4% |
| Participation rate | 74.4% | 83.9%-9.5pp | 86.8%-12.5pp | 67.6%+6.7pp |
| Annual return | 19.27% | 20.02%-0.8pp | 28.81%-9.5pp | 35.59%-16.3pp |
| Employer contribution / active EE | $4,170 | $4,850-14.0% | $6,427-35.1% | $2,755+51.4% |
| Participant deferral / active EE | $9,320 | $7,071+31.8% | $9,131+2.1% | $4,296+117.0% |
| Admin fee / account holder | $2,519 | $10,483-76.0% | $13,901-81.9% | $6,918-63.6% |