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 | $11,757 | $127,065-90.7% | $113,168-89.6% | $142,382-91.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.84% | 24.03%+3.8pp | 24.27%+3.6pp | 217.08%-189.2pp |
| Employer contribution / active EE | $3,317 | $3,442-3.6% | $2,975+11.5% | $4,299-22.9% |
| Participant deferral / active EE | $4,177 | $5,716-26.9% | $5,107-18.2% | $6,507-35.8% |
| Admin fee / account holder | $307 | $15,736-98.0% | $12,068-97.5% | $12,624-97.6% |