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 10-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 | $6,253 | $176,377-96.5% | $134,143-95.3% | $158,922-96.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.19% | 63.63%-51.4pp | 36.33%-24.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,003 | $5,040-60.3% | $3,704-45.9% | $4,761-57.9% |
| Participant deferral / active EE | $932 | $4,091-77.2% | $3,499-73.4% | $5,982-84.4% |
| Admin fee / account holder | $6,481 | $8,718-25.7% | $6,684-3.0% | $11,246-42.4% |