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 | $12,509 | $201,272-93.8% | $184,203-93.2% | $145,922-91.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.45% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,550 | $7,022-77.9% | $6,427-75.9% | $4,660-66.7% |
| Participant deferral / active EE | $4,746 | $9,806-51.6% | $9,131-48.0% | $6,688-29.0% |
| Admin fee / account holder | $744 | $16,364-95.5% | $13,901-94.6% | $13,397-94.4% |