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 | $23,209 | $238,490-90.3% | $180,183-87.1% | $142,382-83.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 13.67% | 33.56%-19.9pp | 27.86%-14.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,410 | $6,143-44.5% | $5,039-32.3% | $4,299-20.7% |
| Participant deferral / active EE | $13,741 | $7,996+71.8% | $6,822+101.4% | $6,507+111.2% |
| Admin fee / account holder | $13,023 | $28,866-54.9% | $19,975-34.8% | $12,624+3.2% |