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 | $3,028 | $115,882-97.4% | $100,516-97.0% | $158,922-98.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.80% | 34.79%-24.0pp | 30.89%-20.1pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,442 | $4,103-40.5% | $3,418-28.6% | $4,761-48.7% |
| Participant deferral / active EE | $7,884 | $6,674+18.1% | $6,270+25.7% | $5,982+31.8% |
| Admin fee / account holder | $20,220 | $10,995+83.9% | $8,081+150.2% | $11,246+79.8% |