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 | $34,278 | $148,978-77.0% | $200,582-82.9% | $84,808-59.6% |
| Participation rate | 92.0% | 84.2%+7.8pp | 86.9%+5.1pp | 68.3%+23.7pp |
| Annual return | 34.27% | 28.16%+6.1pp | 42.33%-8.1pp | 40.90%-6.6pp |
| Employer contribution / active EE | $4,162 | $4,815-13.6% | $6,419-35.2% | $2,631+58.2% |
| Participant deferral / active EE | $7,614 | $7,142+6.6% | $9,331-18.4% | $4,212+80.8% |
| Admin fee / account holder | $1,227 | $13,977-91.2% | $16,305-92.5% | $7,344-83.3% |