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 8-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 | $26,385 | $176,812-85.1% | $146,665-82.0% | $167,490-84.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.70% | 24.03%-11.3pp | 22.74%-10.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,107 | $5,160-39.8% | $4,136-24.9% | $4,837-35.8% |
| Participant deferral / active EE | $5,053 | $6,440-21.5% | $5,506-8.2% | $6,341-20.3% |
| Admin fee / account holder | $1,588 | $13,259-88.0% | $10,280-84.6% | $12,309-87.1% |