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 9-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 | $21,113 | $109,359-80.7% | $162,163-87.0% | $72,985-71.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.12% | 25.46%+0.7pp | 115.59%-89.5pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,170 | $3,907-44.5% | $5,614-61.4% | $2,440-11.1% |
| Participant deferral / active EE | $5,590 | $5,481+2.0% | $7,298-23.4% | $3,607+54.9% |
| Admin fee / account holder | $3,088 | $7,972-61.3% | $10,843-71.5% | $5,124-39.7% |