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 | $115,225 | $297,529-61.3% | $246,525-53.3% | $357,791-67.8% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 21.81% | -2.25%+24.1pp | 0.46%+21.3pp | 396.79%-375.0pp |
| Employer contribution / active EE | $7,035 | $8,709-19.2% | $7,467-5.8% | $7,508-6.3% |
| Participant deferral / active EE | $0 | $6,076-100.0% | $5,422-100.0% | $5,521-100.0% |
| Admin fee / account holder | $492 | $16,212-97.0% | $16,551-97.0% | $28,387-98.3% |