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 | $9,635 | $115,770-91.7% | $101,248-90.5% | $158,922-93.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.29% | 56.14%-47.8pp | 46.47%-38.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $5,963 | $4,175+42.8% | $3,660+62.9% | $4,761+25.2% |
| Participant deferral / active EE | $12,312 | $4,957+148.4% | $4,370+181.7% | $5,982+105.8% |
| Admin fee / account holder | $48,754 | $7,245+572.9% | $5,945+720.0% | $11,246+333.5% |