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 | $10,984 | $105,126-89.6% | $94,646-88.4% | $139,434-92.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 25.41% | 38.03%-12.6pp | 156.71%-131.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $4,396 | $4,106+7.1% | $3,672+19.7% | $4,751-7.5% |
| Participant deferral / active EE | $2,515 | $7,599-66.9% | $7,418-66.1% | $6,710-62.5% |
| Admin fee / account holder | $2,429 | $8,984-73.0% | $7,231-66.4% | $11,403-78.7% |