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 8-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 | $15,080 | $112,881-86.6% | $90,951-83.4% | $158,922-90.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 31.39% | 215.79%-184.4pp | 134.60%-103.2pp | 302.83%-271.4pp |
| Employer contribution / active EE | $2,441 | $2,893-15.6% | $2,122+15.0% | $4,761-48.7% |
| Participant deferral / active EE | $3,341 | $4,128-19.1% | $3,373-0.9% | $5,982-44.1% |
| Admin fee / account holder | $356 | $8,041-95.6% | $5,959-94.0% | $11,246-96.8% |