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 9-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 | $7,509 | $103,376-92.7% | $87,100-91.4% | $152,861-95.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 33.68% | 28.10%+5.6pp | 28.19%+5.5pp | 345.32%-311.6pp |
| Employer contribution / active EE | $4,142 | $3,220+28.6% | $2,521+64.3% | $4,762-13.0% |
| Participant deferral / active EE | $7,123 | $4,778+49.1% | $4,049+75.9% | $5,850+21.8% |
| Admin fee / account holder | $621 | $12,205-94.9% | $7,497-91.7% | $11,596-94.6% |