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 | $19,943 | $198,466-90.0% | $170,442-88.3% | $147,584-86.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.00% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,838 | $6,184-70.3% | $5,433-66.2% | $4,876-62.3% |
| Participant deferral / active EE | $4,626 | $5,629-17.8% | $4,939-6.4% | $5,439-14.9% |
| Admin fee / account holder | $367 | $16,852-97.8% | $13,880-97.4% | $10,885-96.6% |