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 3-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 | $9,990 | $126,574-92.1% | $106,213-90.6% | $145,922-93.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.86% | 224.79%-215.9pp | 116.14%-107.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,728 | $3,730-26.9% | $3,171-14.0% | $4,660-41.5% |
| Participant deferral / active EE | $1,638 | $5,724-71.4% | $5,016-67.3% | $6,688-75.5% |
| Admin fee / account holder | $960 | $17,304-94.5% | $11,033-91.3% | $13,397-92.8% |