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 | $12,441 | $176,377-92.9% | $134,143-90.7% | $158,922-92.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.58% | 63.63%-57.0pp | 36.33%-29.7pp | 302.83%-296.2pp |
| Employer contribution / active EE | $933 | $5,040-81.5% | $3,704-74.8% | $4,761-80.4% |
| Participant deferral / active EE | $4,469 | $4,091+9.2% | $3,499+27.7% | $5,982-25.3% |
| Admin fee / account holder | $4,097 | $8,718-53.0% | $6,684-38.7% | $11,246-63.6% |