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 4-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 | $14,235 | $110,257-87.1% | $96,544-85.3% | $139,434-89.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 59.38% | 26.32%+33.1pp | 25.84%+33.5pp | 372.94%-313.6pp |
| Employer contribution / active EE | $2,894 | $3,620-20.1% | $2,965-2.4% | $4,751-39.1% |
| Participant deferral / active EE | $4,876 | $5,548-12.1% | $4,851+0.5% | $6,710-27.3% |
| Admin fee / account holder | $818 | $11,591-92.9% | $8,252-90.1% | $11,403-92.8% |