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 10-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 | $35,512 | $116,875-69.6% | $146,762-75.8% | $116,875-69.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 81.7%+18.3pp | 74.5%+25.5pp |
| Annual return | 15.15% | 16.29%-1.1pp | -2.96%+18.1pp | 16.29%-1.1pp |
| Employer contribution / active EE | $2,305 | $3,288-29.9% | $3,453-33.2% | $3,288-29.9% |
| Participant deferral / active EE | $0 | $3,885-100.0% | $3,550-100.0% | $3,885-100.0% |
| Admin fee / account holder | $1,402 | $12,263-88.6% | $14,221-90.1% | $12,263-88.6% |