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 | $19,314 | $214,378-91.0% | $200,582-90.4% | $142,382-86.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.27% | 46.41%-25.1pp | 42.33%-21.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,740 | $6,841-74.6% | $6,419-72.9% | $4,299-59.5% |
| Participant deferral / active EE | $4,012 | $9,865-59.3% | $9,331-57.0% | $6,507-38.3% |
| Admin fee / account holder | $362 | $17,692-98.0% | $16,305-97.8% | $12,624-97.1% |