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 8-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 | $20,535 | $77,503-73.5% | $100,391-79.5% | $80,856-74.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.56% | 37.20%-23.6pp | 49.20%-35.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,062 | $2,801+80.7% | $3,942+28.4% | $2,755+83.7% |
| Participant deferral / active EE | $5,064 | $6,820-25.7% | $8,082-37.3% | $4,296+17.9% |
| Admin fee / account holder | $9,315 | $5,897+58.0% | $7,899+17.9% | $6,918+34.7% |