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 10-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 | $44,424 | $274,636-83.8% | $247,190-82.0% | $254,510-82.5% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.2%+84.8pp | 43.0%+57.0pp |
| Annual return | 8.69% | 7.44%+1.2pp | 7.87%+0.8pp | 259.13%-250.4pp |
| Employer contribution / active EE | $0 | $36,953-100.0% | $31,768-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $11,350 | $171+6538.0% | $241+4615.1% | $153+7315.2% |
| Admin fee / account holder | $18,132 | $288,252-93.7% | $240,514-92.5% | $21,546-15.8% |