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 | $15,271 | $96,557-84.2% | $80,975-81.1% | $273,961-94.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.41% | 15.14%-0.7pp | 17.10%-2.7pp | 41.45%-27.0pp |
| Employer contribution / active EE | $4,840 | $4,868-0.6% | $3,714+30.3% | $4,869-0.6% |
| Participant deferral / active EE | $2,000 | $6,598-69.7% | $5,696-64.9% | $5,287-62.2% |
| Admin fee / account holder | $362 | $7,492-95.2% | $5,516-93.4% | $10,132-96.4% |