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 | $9,697 | $159,901-93.9% | $146,958-93.4% | $145,922-93.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.29% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,332 | $5,286-37.0% | $4,933-32.4% | $4,660-28.5% |
| Participant deferral / active EE | $8,900 | $8,428+5.6% | $8,070+10.3% | $6,688+33.1% |
| Admin fee / account holder | $3,621 | $15,044-75.9% | $12,998-72.1% | $13,397-73.0% |