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 | $11,362 | $197,591-94.2% | $177,821-93.6% | $158,922-92.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.43% | 58.76%-29.3pp | 48.32%-18.9pp | 302.83%-273.4pp |
| Employer contribution / active EE | $2,072 | $6,697-69.1% | $5,918-65.0% | $4,761-56.5% |
| Participant deferral / active EE | $3,193 | $8,405-62.0% | $7,714-58.6% | $5,982-46.6% |
| Admin fee / account holder | $958 | $15,399-93.8% | $12,427-92.3% | $11,246-91.5% |