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 7-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 | $17,332 | $162,781-89.4% | $133,956-87.1% | $158,922-89.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.10% | 41.94%-22.8pp | 45.09%-26.0pp | 302.83%-283.7pp |
| Employer contribution / active EE | $4,764 | $4,975-4.3% | $3,919+21.6% | $4,761+0.1% |
| Participant deferral / active EE | $5,625 | $5,911-4.8% | $5,048+11.4% | $5,982-6.0% |
| Admin fee / account holder | $11,094 | $11,736-5.5% | $8,927+24.3% | $11,246-1.4% |