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 5-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 | $829 | $109,982-99.2% | $97,226-99.1% | $145,922-99.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.33% | 242.90%-228.6pp | 75.13%-60.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,932 | $3,084-37.4% | $2,729-29.2% | $4,660-58.5% |
| Participant deferral / active EE | $2,174 | $4,676-53.5% | $4,264-49.0% | $6,688-67.5% |
| Admin fee / account holder | $3,840 | $6,221-38.3% | $5,654-32.1% | $13,397-71.3% |