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 | $15,311 | $159,602-90.4% | $150,045-89.8% | $142,382-89.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.26% | 70.24%-46.0pp | 62.55%-38.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,838 | $4,961-22.6% | $4,693-18.2% | $4,299-10.7% |
| Participant deferral / active EE | $8,467 | $8,310+1.9% | $7,997+5.9% | $6,507+30.1% |
| Admin fee / account holder | $1,972 | $14,846-86.7% | $13,435-85.3% | $12,624-84.4% |