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 | $22,325 | $179,726-87.6% | $156,263-85.7% | $142,382-84.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.80% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,241 | $5,069-75.5% | $4,333-71.4% | $4,299-71.1% |
| Participant deferral / active EE | $3,367 | $6,956-51.6% | $6,158-45.3% | $6,507-48.3% |
| Admin fee / account holder | $321 | $17,272-98.1% | $14,255-97.7% | $12,624-97.5% |