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 | $10,878 | $159,602-93.2% | $150,045-92.8% | $142,382-92.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.15% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,038 | $4,961-79.1% | $4,693-77.9% | $4,299-75.9% |
| Participant deferral / active EE | $4,006 | $8,310-51.8% | $7,997-49.9% | $6,507-38.4% |
| Admin fee / account holder | $407 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |