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 | $14,432 | $127,065-88.6% | $113,168-87.2% | $142,382-89.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.05% | 24.03%-3.0pp | 24.27%-3.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,627 | $3,442-23.7% | $2,975-11.7% | $4,299-38.9% |
| Participant deferral / active EE | $2,561 | $5,716-55.2% | $5,107-49.9% | $6,507-60.7% |
| Admin fee / account holder | $1,276 | $15,736-91.9% | $12,068-89.4% | $12,624-89.9% |