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 4-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 | $15,424 | $109,881-86.0% | $150,045-89.7% | $84,808-81.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.29% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $4,962 | $3,561+39.3% | $4,693+5.7% | $2,631+88.6% |
| Participant deferral / active EE | $6,237 | $6,636-6.0% | $7,997-22.0% | $4,212+48.1% |
| Admin fee / account holder | $2,937 | $8,568-65.7% | $13,435-78.1% | $7,344-60.0% |