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 | $9,542 | $202,432-95.3% | $169,368-94.4% | $139,434-93.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.93% | 531.74%-503.8pp | 405.60%-377.7pp | 372.94%-345.0pp |
| Employer contribution / active EE | $1,784 | $4,692-62.0% | $4,013-55.5% | $4,751-62.5% |
| Participant deferral / active EE | $2,159 | $6,938-68.9% | $6,221-65.3% | $6,710-67.8% |
| Admin fee / account holder | $1,558 | $10,708-85.5% | $9,003-82.7% | $11,403-86.3% |