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 4-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 | $11,912 | $118,450-89.9% | $98,439-87.9% | $139,434-91.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 28.15% | 18.94%+9.2pp | 21.16%+7.0pp | 372.94%-344.8pp |
| Employer contribution / active EE | $3,010 | $3,609-16.6% | $3,048-1.2% | $4,751-36.6% |
| Participant deferral / active EE | $4,891 | $5,392-9.3% | $4,738+3.2% | $6,710-27.1% |
| Admin fee / account holder | $438 | $14,026-96.9% | $8,948-95.1% | $11,403-96.2% |