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 5-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 | $18,549 | $192,717-90.4% | $142,449-87.0% | $139,434-86.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 18.18% | 17.99%+0.2pp | 19.99%-1.8pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,286 | $5,806-60.6% | $4,847-52.8% | $4,751-51.9% |
| Participant deferral / active EE | $7,401 | $7,208+2.7% | $6,283+17.8% | $6,710+10.3% |
| Admin fee / account holder | $656 | $15,124-95.7% | $10,011-93.5% | $11,403-94.2% |