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 6-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 | $11,815 | $112,096-89.5% | $95,952-87.7% | $158,922-92.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.21% | 171.09%-145.9pp | 91.61%-66.4pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,165 | $3,198-63.6% | $2,541-54.2% | $4,761-75.5% |
| Participant deferral / active EE | $3,343 | $4,784-30.1% | $4,167-19.8% | $5,982-44.1% |
| Admin fee / account holder | $311 | $10,130-96.9% | $6,795-95.4% | $11,246-97.2% |