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 | $23,375 | $180,449-87.0% | $154,107-84.8% | $135,375-82.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.51% | 888.09%-886.6pp | 735.12%-733.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $3,563 | $6,035-41.0% | $5,298-32.7% | $4,779-25.4% |
| Participant deferral / active EE | $5,100 | $5,806-12.2% | $5,081+0.4% | $5,609-9.1% |
| Admin fee / account holder | $932 | $16,143-94.2% | $13,411-93.1% | $10,827-91.4% |