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 4-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 | $5,865 | $202,432-97.1% | $169,368-96.5% | $139,434-95.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.85% | 531.74%-507.9pp | 405.60%-381.7pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,544 | $4,692-67.1% | $4,013-61.5% | $4,751-67.5% |
| Participant deferral / active EE | $1,830 | $6,938-73.6% | $6,221-70.6% | $6,710-72.7% |
| Admin fee / account holder | $315 | $10,708-97.1% | $9,003-96.5% | $11,403-97.2% |