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 3-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 | $16,764 | $179,726-90.7% | $156,263-89.3% | $142,382-88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.51% | 77.86%-56.3pp | 59.47%-38.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,934 | $5,069-61.9% | $4,333-55.4% | $4,299-55.0% |
| Participant deferral / active EE | $3,155 | $6,956-54.7% | $6,158-48.8% | $6,507-51.5% |
| Admin fee / account holder | $423 | $17,272-97.6% | $14,255-97.0% | $12,624-96.6% |