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 | $81,803 | $297,529-72.5% | $246,525-66.8% | $357,791-77.1% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 22.80% | -2.25%+25.1pp | 0.46%+22.3pp | 396.79%-374.0pp |
| Employer contribution / active EE | $10,188 | $8,709+17.0% | $7,467+36.4% | $7,508+35.7% |
| Participant deferral / active EE | $7,926 | $6,076+30.4% | $5,422+46.2% | $5,521+43.6% |
| Admin fee / account holder | $2,830 | $16,212-82.5% | $16,551-82.9% | $28,387-90.0% |