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 | $17,729 | $210,408-91.6% | $153,485-88.4% | $145,922-87.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.84% | 13.37%+1.5pp | 15.65%-0.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,672 | $6,048-55.8% | $5,039-47.0% | $4,660-42.7% |
| Participant deferral / active EE | $2,785 | $7,975-65.1% | $6,757-58.8% | $6,688-58.4% |
| Admin fee / account holder | $1,046 | $19,419-94.6% | $12,724-91.8% | $13,397-92.2% |