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 8-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 | $6,152 | $115,770-94.7% | $101,248-93.9% | $158,922-96.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.78% | 56.14%-38.4pp | 46.47%-28.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $975 | $4,175-76.6% | $3,660-73.4% | $4,761-79.5% |
| Participant deferral / active EE | $5,359 | $4,957+8.1% | $4,370+22.6% | $5,982-10.4% |
| Admin fee / account holder | $992 | $7,245-86.3% | $5,945-83.3% | $11,246-91.2% |