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 3-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 | $9,757 | $108,919-91.0% | $100,391-90.3% | $145,922-93.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.56% | 57.88%-45.3pp | 49.20%-36.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,534 | $4,419-42.7% | $3,942-35.7% | $4,660-45.6% |
| Participant deferral / active EE | $9,869 | $8,445+16.9% | $8,082+22.1% | $6,688+47.6% |
| Admin fee / account holder | $13,634 | $9,689+40.7% | $7,899+72.6% | $13,397+1.8% |