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 | $31,950 | $138,347-76.9% | $184,203-82.7% | $80,856-60.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 38.48% | 20.02%+18.5pp | 28.81%+9.7pp | 35.59%+2.9pp |
| Employer contribution / active EE | $2,163 | $4,850-55.4% | $6,427-66.3% | $2,755-21.5% |
| Participant deferral / active EE | $8,462 | $7,071+19.7% | $9,131-7.3% | $4,296+97.0% |
| Admin fee / account holder | $6,347 | $10,483-39.5% | $13,901-54.3% | $6,918-8.3% |