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 | $18,833 | $152,587-87.7% | $125,175-85.0% | $152,861-87.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 41.61% | 54.84%-13.2pp | 43.79%-2.2pp | 345.32%-303.7pp |
| Employer contribution / active EE | $4,536 | $4,946-8.3% | $3,865+17.3% | $4,762-4.8% |
| Participant deferral / active EE | $4,651 | $5,868-20.7% | $4,937-5.8% | $5,850-20.5% |
| Admin fee / account holder | $936 | $13,434-93.0% | $9,702-90.4% | $11,596-91.9% |