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 | $26,505 | $238,490-88.9% | $180,183-85.3% | $142,382-81.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 22.42% | 33.56%-11.1pp | 27.86%-5.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,906 | $6,143-20.1% | $5,039-2.6% | $4,299+14.1% |
| Participant deferral / active EE | $10,817 | $7,996+35.3% | $6,822+58.6% | $6,507+66.2% |
| Admin fee / account holder | $4,162 | $28,866-85.6% | $19,975-79.2% | $12,624-67.0% |