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 | $9,225 | $148,534-93.8% | $135,903-93.2% | $139,434-93.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.29% | 79.19%-53.9pp | 68.23%-42.9pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,810 | $5,243-46.4% | $4,856-42.1% | $4,751-40.9% |
| Participant deferral / active EE | $3,931 | $8,100-51.5% | $7,758-49.3% | $6,710-41.4% |
| Admin fee / account holder | $404 | $12,400-96.7% | $10,762-96.2% | $11,403-96.5% |