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 | $10,586 | $93,571-88.7% | $135,903-92.2% | $75,163-85.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 44.95% | 30.90%+14.0pp | 68.23%-23.3pp | 160.62%-115.7pp |
| Employer contribution / active EE | $2,043 | $3,537-42.2% | $4,856-57.9% | $2,670-23.5% |
| Participant deferral / active EE | $4,065 | $6,404-36.5% | $7,758-47.6% | $4,125-1.5% |
| Admin fee / account holder | $789 | $6,975-88.7% | $10,762-92.7% | $5,651-86.0% |