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 8-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 | $14,813 | $107,334-86.2% | $92,893-84.1% | $152,861-90.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 31.36% | 145.58%-114.2pp | 109.41%-78.1pp | 345.32%-314.0pp |
| Employer contribution / active EE | $5,351 | $4,221+26.8% | $3,653+46.5% | $4,762+12.4% |
| Participant deferral / active EE | $5,087 | $4,845+5.0% | $4,236+20.1% | $5,850-13.0% |
| Admin fee / account holder | $344 | $7,079-95.1% | $5,794-94.1% | $11,596-97.0% |