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 | $9,651 | $179,726-94.6% | $156,263-93.8% | $142,382-93.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.28% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,208 | $5,069-17.0% | $4,333-2.9% | $4,299-2.1% |
| Participant deferral / active EE | $14,553 | $6,956+109.2% | $6,158+136.3% | $6,507+123.6% |
| Admin fee / account holder | $15,141 | $17,272-12.3% | $14,255+6.2% | $12,624+19.9% |