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 10-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 | $7,885 | $159,602-95.1% | $150,045-94.7% | $142,382-94.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.72% | 70.24%-40.5pp | 62.55%-32.8pp | 217.08%-187.4pp |
| Employer contribution / active EE | $2,896 | $4,961-41.6% | $4,693-38.3% | $4,299-32.6% |
| Participant deferral / active EE | $37,958 | $8,310+356.8% | $7,997+374.6% | $6,507+483.3% |
| Admin fee / account holder | $899,543 | $14,846+5959.0% | $13,435+6595.6% | $12,624+7025.8% |