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 4-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 | $23,450 | $94,625-75.2% | $116,228-79.8% | $84,808-72.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 20.81% | 20.40%+0.4pp | 90.06%-69.2pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,141 | $2,347+33.8% | $2,994+4.9% | $2,631+19.4% |
| Participant deferral / active EE | $6,170 | $3,972+55.3% | $4,953+24.6% | $4,212+46.5% |
| Admin fee / account holder | $737 | $10,091-92.7% | $11,989-93.9% | $7,344-90.0% |