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 | $897 | $106,584-99.2% | $101,326-99.1% | $142,382-99.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.52% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,305 | $3,956-41.7% | $3,665-37.1% | $4,299-46.4% |
| Participant deferral / active EE | $4,033 | $8,297-51.4% | $7,994-49.5% | $6,507-38.0% |
| Admin fee / account holder | $5,122 | $11,446-55.3% | $11,185-54.2% | $12,624-59.4% |