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 | $5,637 | $165,335-96.6% | $149,696-96.2% | $158,922-96.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.76% | 348.15%-321.4pp | 276.60%-249.8pp | 302.83%-276.1pp |
| Employer contribution / active EE | $4,504 | $5,103-11.7% | $4,644-3.0% | $4,761-5.4% |
| Participant deferral / active EE | $4,504 | $7,181-37.3% | $6,842-34.2% | $5,982-24.7% |
| Admin fee / account holder | $2,495 | $10,807-76.9% | $9,309-73.2% | $11,246-77.8% |