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 | $11,287 | $177,572-93.6% | $154,803-92.7% | $142,382-92.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 39.34% | 65.07%-25.7pp | 58.88%-19.5pp | 217.08%-177.7pp |
| Employer contribution / active EE | $939 | $4,810-80.5% | $4,305-78.2% | $4,299-78.2% |
| Participant deferral / active EE | $2,571 | $6,272-59.0% | $5,540-53.6% | $6,507-60.5% |
| Admin fee / account holder | $1,888 | $16,786-88.7% | $14,329-86.8% | $12,624-85.0% |