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 3-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 | $25,196 | $201,272-87.5% | $184,203-86.3% | $145,922-82.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.68% | 29.00%-9.3pp | 28.81%-9.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $4,095 | $7,022-41.7% | $6,427-36.3% | $4,660-12.1% |
| Participant deferral / active EE | $4,095 | $9,806-58.2% | $9,131-55.2% | $6,688-38.8% |
| Admin fee / account holder | $878 | $16,364-94.6% | $13,901-93.7% | $13,397-93.5% |