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 | $10,870 | $148,534-92.7% | $135,903-92.0% | $139,434-92.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.26% | 79.19%-49.9pp | 68.23%-39.0pp | 372.94%-343.7pp |
| Employer contribution / active EE | $3,457 | $5,243-34.1% | $4,856-28.8% | $4,751-27.2% |
| Participant deferral / active EE | $9,838 | $8,100+21.5% | $7,758+26.8% | $6,710+46.6% |
| Admin fee / account holder | $3,173 | $12,400-74.4% | $10,762-70.5% | $11,403-72.2% |