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 9-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 | $12,828 | $104,251-87.7% | $91,001-85.9% | $147,584-91.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 25.88% | 27.06%-1.2pp | 4.60%+21.3pp | 578.55%-552.7pp |
| Employer contribution / active EE | $1,954 | $3,116-37.3% | $2,456-20.4% | $4,876-59.9% |
| Participant deferral / active EE | $4,627 | $4,195+10.3% | $3,547+30.4% | $5,439-14.9% |
| Admin fee / account holder | $386 | $8,948-95.7% | $5,417-92.9% | $10,885-96.5% |