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 | $15,070 | $118,680-87.3% | $98,907-84.8% | $158,922-90.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.09% | 372.35%-358.3pp | 196.43%-182.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $9,153 | $3,333+174.6% | $2,689+240.4% | $4,761+92.2% |
| Participant deferral / active EE | $13,322 | $5,088+161.8% | $4,244+213.9% | $5,982+122.7% |
| Admin fee / account holder | $24,245 | $10,131+139.3% | $6,642+265.1% | $11,246+115.6% |