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 10-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 | $18,649 | $127,386-85.4% | $115,037-83.8% | $125,391-85.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.41% | 31.28%-24.9pp | 26.14%-19.7pp | 282.22%-275.8pp |
| Employer contribution / active EE | $4,955 | $5,166-4.1% | $4,608+7.5% | $4,866+1.8% |
| Participant deferral / active EE | $8,049 | $6,423+25.3% | $6,026+33.6% | $5,352+50.4% |
| Admin fee / account holder | $544 | $9,516-94.3% | $8,175-93.4% | $9,540-94.3% |