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 | $9,120 | $112,881-91.9% | $90,951-90.0% | $158,922-94.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.80% | 215.79%-197.0pp | 134.60%-115.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $902 | $2,893-68.8% | $2,122-57.5% | $4,761-81.0% |
| Participant deferral / active EE | $2,180 | $4,128-47.2% | $3,373-35.4% | $5,982-63.6% |
| Admin fee / account holder | $885 | $8,041-89.0% | $5,959-85.2% | $11,246-92.1% |