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 6-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 | $5,354 | $227,553-97.6% | $189,557-97.2% | $167,490-96.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.93% | 78.40%-60.5pp | 64.17%-46.2pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,482 | $5,316-53.3% | $4,412-43.8% | $4,837-48.7% |
| Participant deferral / active EE | $4,072 | $7,002-41.9% | $6,174-34.1% | $6,341-35.8% |
| Admin fee / account holder | $733 | $11,878-93.8% | $9,807-92.5% | $12,309-94.0% |