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 3-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 | $10,340 | $183,519-94.4% | $155,509-93.4% | $145,922-92.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.93% | 61.17%-36.2pp | 64.67%-39.7pp | 561.29%-536.4pp |
| Employer contribution / active EE | $1,167 | $5,313-78.0% | $4,672-75.0% | $4,660-74.9% |
| Participant deferral / active EE | $4,657 | $6,462-27.9% | $5,626-17.2% | $6,688-30.4% |
| Admin fee / account holder | $1,072 | $19,313-94.4% | $15,912-93.3% | $13,397-92.0% |