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 7-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 | $30,465 | $138,347-78.0% | $184,203-83.5% | $80,856-62.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 21.48% | 20.02%+1.5pp | 28.81%-7.3pp | 35.59%-14.1pp |
| Employer contribution / active EE | $4,093 | $4,850-15.6% | $6,427-36.3% | $2,755+48.6% |
| Participant deferral / active EE | $7,354 | $7,071+4.0% | $9,131-19.5% | $4,296+71.2% |
| Admin fee / account holder | $1,619 | $10,483-84.6% | $13,901-88.4% | $6,918-76.6% |