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 7-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 | $16,407 | $165,984-90.1% | $164,813-90.0% | $145,922-88.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.24% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,498 | $5,273-52.6% | $4,341-42.4% | $4,660-46.4% |
| Participant deferral / active EE | $4,401 | $6,959-36.8% | $6,031-27.0% | $6,688-34.2% |
| Admin fee / account holder | $325 | $16,648-98.0% | $12,690-97.4% | $13,397-97.6% |