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 | $21,729 | $162,781-86.7% | $133,956-83.8% | $158,922-86.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.25% | 41.94%-28.7pp | 45.09%-31.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $5,000 | $4,975+0.5% | $3,919+27.6% | $4,761+5.0% |
| Participant deferral / active EE | $9,750 | $5,911+64.9% | $5,048+93.2% | $5,982+63.0% |
| Admin fee / account holder | $721 | $11,736-93.9% | $8,927-91.9% | $11,246-93.6% |