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 8-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 | $8,805 | $106,890-91.8% | $84,015-89.5% | $152,861-94.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.62% | 104.99%-81.4pp | 71.31%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,513 | $2,734-44.7% | $1,983-23.7% | $4,762-68.2% |
| Participant deferral / active EE | $9,947 | $4,011+148.0% | $3,239+207.1% | $5,850+70.0% |
| Admin fee / account holder | $411 | $8,285-95.0% | $6,101-93.3% | $11,596-96.5% |