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 | $9,781 | $106,515-90.8% | $96,683-89.9% | $139,434-93.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.38% | 38.43%-12.0pp | 35.69%-9.3pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,503 | $4,103-39.0% | $3,737-33.0% | $4,751-47.3% |
| Participant deferral / active EE | $3,809 | $5,454-30.2% | $4,878-21.9% | $6,710-43.2% |
| Admin fee / account holder | $400 | $7,877-94.9% | $6,730-94.1% | $11,403-96.5% |