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 5-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 | $14,629 | $70,669-79.3% | $169,368-91.4% | $75,163-80.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 23.82% | 36.36%-12.5pp | 405.60%-381.8pp | 160.62%-136.8pp |
| Employer contribution / active EE | $2,142 | $2,211-3.1% | $4,013-46.6% | $2,670-19.8% |
| Participant deferral / active EE | $3,432 | $4,311-20.4% | $6,221-44.8% | $4,125-16.8% |
| Admin fee / account holder | $2,754 | $5,402-49.0% | $9,003-69.4% | $5,651-51.3% |