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 6-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 | $22,307 | $369,484-94.0% | $303,047-92.6% | $357,791-93.8% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 8.42% | 0.42%+8.0pp | 2.47%+5.9pp | 396.79%-388.4pp |
| Employer contribution / active EE | $14,174 | $9,025+57.1% | $7,418+91.1% | $7,508+88.8% |
| Participant deferral / active EE | $11,725 | $5,439+115.6% | $5,070+131.3% | $5,521+112.4% |
| Admin fee / account holder | $99,392 | $49,137+102.3% | $39,333+152.7% | $28,387+250.1% |