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 | $34,894 | $125,758-72.3% | $169,993-79.5% | $75,163-53.6% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.0%-9.2pp | 67.2%+10.6pp |
| Annual return | 23.49% | 27.20%-3.7pp | 53.37%-29.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $2,272 | $4,615-50.8% | $6,785-66.5% | $2,670-14.9% |
| Participant deferral / active EE | $4,499 | $6,837-34.2% | $10,408-56.8% | $4,125+9.1% |
| Admin fee / account holder | $3,661 | $8,173-55.2% | $12,815-71.4% | $5,651-35.2% |