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 | $16,661 | $163,101-89.8% | $136,749-87.8% | $142,382-88.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.48% | 27.54%-5.1pp | 24.33%-1.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,825 | $4,117-7.1% | $3,400+12.5% | $4,299-11.0% |
| Participant deferral / active EE | $5,400 | $5,585-3.3% | $4,692+15.1% | $6,507-17.0% |
| Admin fee / account holder | $1,895 | $14,318-86.8% | $11,386-83.4% | $12,624-85.0% |