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 9-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 | $12,207 | $115,770-89.5% | $101,248-87.9% | $158,922-92.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.80% | 56.14%-42.3pp | 46.47%-32.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,067 | $4,175-50.5% | $3,660-43.5% | $4,761-56.6% |
| Participant deferral / active EE | $2,692 | $4,957-45.7% | $4,370-38.4% | $5,982-55.0% |
| Admin fee / account holder | $898 | $7,245-87.6% | $5,945-84.9% | $11,246-92.0% |