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 | $9,390 | $162,781-94.2% | $133,956-93.0% | $158,922-94.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.54% | 41.94%-25.4pp | 45.09%-28.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,086 | $4,975-78.2% | $3,919-72.3% | $4,761-77.2% |
| Participant deferral / active EE | $5,356 | $5,911-9.4% | $5,048+6.1% | $5,982-10.5% |
| Admin fee / account holder | $7,147 | $11,736-39.1% | $8,927-19.9% | $11,246-36.5% |