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 10-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 | $14,467 | $98,240-85.3% | $82,313-82.4% | $147,584-90.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 27.39% | 30.85%-3.5pp | 25.88%+1.5pp | 578.55%-551.2pp |
| Employer contribution / active EE | $2,888 | $3,192-9.5% | $2,428+18.9% | $4,876-40.8% |
| Participant deferral / active EE | $2,765 | $4,383-36.9% | $3,706-25.4% | $5,439-49.2% |
| Admin fee / account holder | $5,726 | $8,563-33.1% | $5,608+2.1% | $10,885-47.4% |