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 | $9,989 | $160,055-93.8% | $140,016-92.9% | $135,375-92.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 24.04% | 911.38%-887.3pp | 651.12%-627.1pp | 519.73%-495.7pp |
| Employer contribution / active EE | $7,178 | $6,420+11.8% | $5,606+28.0% | $4,779+50.2% |
| Participant deferral / active EE | $12,638 | $7,642+65.4% | $6,927+82.4% | $5,609+125.3% |
| Admin fee / account holder | $25,993 | $13,328+95.0% | $10,705+142.8% | $10,827+140.1% |