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 | $13,705 | $165,984-91.7% | $164,813-91.7% | $145,922-90.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.98% | 100.03%-79.1pp | 69.93%-48.9pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,741 | $5,273-67.0% | $4,341-59.9% | $4,660-62.6% |
| Participant deferral / active EE | $9,547 | $6,959+37.2% | $6,031+58.3% | $6,688+42.7% |
| Admin fee / account holder | $520 | $16,648-96.9% | $12,690-95.9% | $13,397-96.1% |