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 | $224,670 | $505,629-55.6% | $505,629-55.6% | $417,905-46.2% |
| Participation rate | 100.0% | 42.2%+57.8pp | 39.0%+61.0pp | 39.2%+60.8pp |
| Annual return | 9.89% | 8.36%+1.5pp | 8.40%+1.5pp | 13.91%-4.0pp |
| Employer contribution / active EE | $11,250 | $40,567-72.3% | $39,312-71.4% | $35,282-68.1% |
| Participant deferral / active EE | $36,500 | $134+27148.2% | $131+27722.1% | $94+38664.6% |
| Admin fee / account holder | $5,576 | $38,466-85.5% | $38,466-85.5% | $41,846-86.7% |