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 | $9,224 | $214,378-95.7% | $200,582-95.4% | $142,382-93.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.42% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,436 | $6,841-35.2% | $6,419-30.9% | $4,299+3.2% |
| Participant deferral / active EE | $4,550 | $9,865-53.9% | $9,331-51.2% | $6,507-30.1% |
| Admin fee / account holder | $765,260 | $17,692+4225.5% | $16,305+4593.5% | $12,624+5962.1% |