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 | $9,937 | $214,378-95.4% | $200,582-95.0% | $142,382-93.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.50% | 46.41%-19.9pp | 42.33%-15.8pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,606 | $6,841-61.9% | $6,419-59.4% | $4,299-39.4% |
| Participant deferral / active EE | $6,223 | $9,865-36.9% | $9,331-33.3% | $6,507-4.4% |
| Admin fee / account holder | $688 | $17,692-96.1% | $16,305-95.8% | $12,624-94.6% |