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 | $10,658 | $201,272-94.7% | $184,203-94.2% | $145,922-92.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.02% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,915 | $7,022-30.0% | $6,427-23.5% | $4,660+5.5% |
| Participant deferral / active EE | $6,659 | $9,806-32.1% | $9,131-27.1% | $6,688-0.4% |
| Admin fee / account holder | $9,600 | $16,364-41.3% | $13,901-30.9% | $13,397-28.3% |