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 10-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 | $9,752 | $104,907-90.7% | $84,611-88.5% | $152,861-93.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.88% | 373.79%-352.9pp | 258.74%-237.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,649 | $3,302+10.5% | $2,652+37.6% | $4,762-23.4% |
| Participant deferral / active EE | $3,728 | $4,688-20.5% | $3,899-4.4% | $5,850-36.3% |
| Admin fee / account holder | $371 | $6,241-94.1% | $4,912-92.5% | $11,596-96.8% |