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 4-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 | $16,746 | $210,408-92.0% | $153,485-89.1% | $145,922-88.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.76% | 13.37%+3.4pp | 15.65%+1.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,011 | $6,048-50.2% | $5,039-40.2% | $4,660-35.4% |
| Participant deferral / active EE | $3,259 | $7,975-59.1% | $6,757-51.8% | $6,688-51.3% |
| Admin fee / account holder | $14,551 | $19,419-25.1% | $12,724+14.4% | $13,397+8.6% |