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 | $20,433 | $89,753-77.2% | $107,525-81.0% | $84,808-75.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 28.64% | 29.48%-0.8pp | 181.32%-152.7pp | 40.90%-12.3pp |
| Employer contribution / active EE | $3,592 | $3,113+15.4% | $3,754-4.3% | $2,631+36.5% |
| Participant deferral / active EE | $4,865 | $4,056+19.9% | $5,116-4.9% | $4,212+15.5% |
| Admin fee / account holder | $2,797 | $7,222-61.3% | $8,919-68.6% | $7,344-61.9% |