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 | $10,026 | $148,534-93.3% | $135,903-92.6% | $139,434-92.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 54.71% | 79.19%-24.5pp | 68.23%-13.5pp | 372.94%-318.2pp |
| Employer contribution / active EE | $3,338 | $5,243-36.3% | $4,856-31.3% | $4,751-29.7% |
| Participant deferral / active EE | $12,053 | $8,100+48.8% | $7,758+55.4% | $6,710+79.6% |
| Admin fee / account holder | $17,977 | $12,400+45.0% | $10,762+67.0% | $11,403+57.7% |