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 6-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 | $9,825 | $102,604-90.4% | $86,188-88.6% | $139,434-93.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.02% | 1922.51%-1907.5pp | 1168.45%-1153.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,147 | $3,032-62.2% | $2,380-51.8% | $4,751-75.9% |
| Participant deferral / active EE | $3,104 | $4,676-33.6% | $3,985-22.1% | $6,710-53.7% |
| Admin fee / account holder | $3,366 | $8,657-61.1% | $6,852-50.9% | $11,403-70.5% |