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 3-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 | $31,657 | $95,803-67.0% | $113,168-72.0% | $84,808-62.7% |
| Participation rate | 77.2% | 72.9%+4.3pp | 76.6%+0.6pp | 68.3%+8.9pp |
| Annual return | 28.19% | 25.00%+3.2pp | 24.27%+3.9pp | 40.90%-12.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,463 | $4,242+52.4% | $5,107+26.6% | $4,212+53.5% |
| Admin fee / account holder | $1,770 | $8,989-80.3% | $12,068-85.3% | $7,344-75.9% |