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 9-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 | $27,045 | $94,625-71.4% | $116,228-76.7% | $84,808-68.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.87% | 20.40%-4.5pp | 90.06%-74.2pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,138 | $2,347+33.7% | $2,994+4.8% | $2,631+19.3% |
| Participant deferral / active EE | $2,154 | $3,972-45.8% | $4,953-56.5% | $4,212-48.9% |
| Admin fee / account holder | $1,734 | $10,091-82.8% | $11,989-85.5% | $7,344-76.4% |