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 | $15,274 | $183,519-91.7% | $155,509-90.2% | $145,922-89.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.98% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,847 | $5,313-46.4% | $4,672-39.1% | $4,660-38.9% |
| Participant deferral / active EE | $4,861 | $6,462-24.8% | $5,626-13.6% | $6,688-27.3% |
| Admin fee / account holder | $3,727 | $19,313-80.7% | $15,912-76.6% | $13,397-72.2% |