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 8-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 | $174,095 | $498,888-65.1% | $565,078-69.2% | $498,888-65.1% |
| Participation rate | 100.0% | 90.2%+9.8pp | 100.0%0pp | 90.2%+9.8pp |
| Annual return | 17.55% | 8.46%+9.1pp | 4.03%+13.5pp | 8.46%+9.1pp |
| Employer contribution / active EE | $5,589 | $28,233-80.2% | $41,595-86.6% | $28,233-80.2% |
| Participant deferral / active EE | $15,112 | $11,296+33.8% | $15,545-2.8% | $11,296+33.8% |
| Admin fee / account holder | $4,023 | $67,015-94.0% | $297,465-98.6% | $67,015-94.0% |