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 6-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 | $9,182 | $78,672-88.3% | $109,143-91.6% | $85,850-89.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 36.65% | 25.09%+11.6pp | 25.75%+10.9pp | 318.53%-281.9pp |
| Employer contribution / active EE | $2,242 | $2,735-18.0% | $3,722-39.8% | $2,565-12.6% |
| Participant deferral / active EE | $6,195 | $3,467+78.7% | $4,653+33.1% | $3,952+56.8% |
| Admin fee / account holder | $307 | $5,469-94.4% | $6,752-95.4% | $6,260-95.1% |