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 | $13,087 | $112,096-88.3% | $95,952-86.4% | $158,922-91.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.06% | 171.09%-160.0pp | 91.61%-80.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,405 | $3,198-56.1% | $2,541-44.7% | $4,761-70.5% |
| Participant deferral / active EE | $3,646 | $4,784-23.8% | $4,167-12.5% | $5,982-39.0% |
| Admin fee / account holder | $4,619 | $10,130-54.4% | $6,795-32.0% | $11,246-58.9% |