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 | $9,649 | $108,919-91.1% | $100,391-90.4% | $145,922-93.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 31.44% | 57.88%-26.4pp | 49.20%-17.8pp | 561.29%-529.8pp |
| Employer contribution / active EE | $4,704 | $4,419+6.4% | $3,942+19.3% | $4,660+1.0% |
| Participant deferral / active EE | $8,467 | $8,445+0.3% | $8,082+4.8% | $6,688+26.6% |
| Admin fee / account holder | $1,635 | $9,689-83.1% | $7,899-79.3% | $13,397-87.8% |