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 3-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 | $12,869 | $159,602-91.9% | $150,045-91.4% | $142,382-91.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.45% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,805 | $4,961-63.6% | $4,693-61.5% | $4,299-58.0% |
| Participant deferral / active EE | $5,923 | $8,310-28.7% | $7,997-25.9% | $6,507-9.0% |
| Admin fee / account holder | $663 | $14,846-95.5% | $13,435-95.1% | $12,624-94.7% |