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 | $19,515 | $89,753-78.3% | $107,525-81.9% | $84,808-77.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.98% | 29.48%-10.5pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,948 | $3,113-37.4% | $3,754-48.1% | $2,631-26.0% |
| Participant deferral / active EE | $3,865 | $4,056-4.7% | $5,116-24.4% | $4,212-8.2% |
| Admin fee / account holder | $1,024 | $7,222-85.8% | $8,919-88.5% | $7,344-86.1% |