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 | $25,003 | $238,490-89.5% | $180,183-86.1% | $142,382-82.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 20.95% | 33.56%-12.6pp | 27.86%-6.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,283 | $6,143-46.5% | $5,039-34.8% | $4,299-23.6% |
| Participant deferral / active EE | $4,167 | $7,996-47.9% | $6,822-38.9% | $6,507-36.0% |
| Admin fee / account holder | $614 | $28,866-97.9% | $19,975-96.9% | $12,624-95.1% |