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 | $10,344 | $202,432-94.9% | $169,368-93.9% | $139,434-92.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.42% | 531.74%-509.3pp | 405.60%-383.2pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,179 | $4,692-53.6% | $4,013-45.7% | $4,751-54.1% |
| Participant deferral / active EE | $2,592 | $6,938-62.6% | $6,221-58.3% | $6,710-61.4% |
| Admin fee / account holder | $1,350 | $10,708-87.4% | $9,003-85.0% | $11,403-88.2% |