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 | $22,940 | $94,625-75.8% | $116,228-80.3% | $84,808-73.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.29% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,556 | $2,347+8.9% | $2,994-14.6% | $2,631-2.9% |
| Participant deferral / active EE | $3,718 | $3,972-6.4% | $4,953-24.9% | $4,212-11.7% |
| Admin fee / account holder | $2,377 | $10,091-76.4% | $11,989-80.2% | $7,344-67.6% |