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 5-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 | $15,354 | $103,966-85.2% | $112,887-86.4% | $75,163-79.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 18.45% | 24.54%-6.1pp | 34.10%-15.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,948 | $3,870-23.8% | $4,563-35.4% | $2,670+10.4% |
| Participant deferral / active EE | $4,050 | $5,456-25.8% | $6,513-37.8% | $4,125-1.8% |
| Admin fee / account holder | $3,431 | $7,663-55.2% | $7,047-51.3% | $5,651-39.3% |