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 4-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 | $8,562 | $118,450-92.8% | $98,439-91.3% | $139,434-93.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 29.10% | 18.94%+10.2pp | 21.16%+7.9pp | 372.94%-343.8pp |
| Employer contribution / active EE | $2,109 | $3,609-41.6% | $3,048-30.8% | $4,751-55.6% |
| Participant deferral / active EE | $4,837 | $5,392-10.3% | $4,738+2.1% | $6,710-27.9% |
| Admin fee / account holder | $564 | $14,026-96.0% | $8,948-93.7% | $11,403-95.1% |