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 | $6,433 | $228,332-97.2% | $185,823-96.5% | $158,922-96.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 102.11% | 40.80%+61.3pp | 35.95%+66.2pp | 302.83%-200.7pp |
| Employer contribution / active EE | $2,537 | $4,967-48.9% | $4,087-37.9% | $4,761-46.7% |
| Participant deferral / active EE | $2,865 | $6,415-55.3% | $5,632-49.1% | $5,982-52.1% |
| Admin fee / account holder | $480 | $11,864-96.0% | $9,500-94.9% | $11,246-95.7% |