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 | $21,750 | $201,272-89.2% | $184,203-88.2% | $145,922-85.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.55% | 29.00%-10.4pp | 28.81%-10.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,269 | $7,022-67.7% | $6,427-64.7% | $4,660-51.3% |
| Participant deferral / active EE | $12,225 | $9,806+24.7% | $9,131+33.9% | $6,688+82.8% |
| Admin fee / account holder | $338 | $16,364-97.9% | $13,901-97.6% | $13,397-97.5% |