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 | $11,894 | $210,648-94.4% | $177,989-93.3% | $145,922-91.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.13% | 385.86%-373.7pp | 294.48%-282.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,329 | $4,565-49.0% | $3,949-41.0% | $4,660-50.0% |
| Participant deferral / active EE | $2,801 | $6,958-59.7% | $6,276-55.4% | $6,688-58.1% |
| Admin fee / account holder | $2,561 | $12,013-78.7% | $10,363-75.3% | $13,397-80.9% |