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 | $9,628 | $163,101-94.1% | $136,749-93.0% | $142,382-93.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.42% | 27.54%-7.1pp | 24.33%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,470 | $4,117-15.7% | $3,400+2.1% | $4,299-19.3% |
| Participant deferral / active EE | $5,091 | $5,585-8.8% | $4,692+8.5% | $6,507-21.8% |
| Admin fee / account holder | $612 | $14,318-95.7% | $11,386-94.6% | $12,624-95.1% |