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 | $17,333 | $238,490-92.7% | $180,183-90.4% | $142,382-87.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.92% | 33.56%-16.6pp | 27.86%-10.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,239 | $6,143-63.6% | $5,039-55.6% | $4,299-47.9% |
| Participant deferral / active EE | $3,130 | $7,996-60.9% | $6,822-54.1% | $6,507-51.9% |
| Admin fee / account holder | $7,371 | $28,866-74.5% | $19,975-63.1% | $12,624-41.6% |