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 3-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 | $5,416 | $111,754-95.2% | $103,333-94.8% | $145,922-96.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 28.44% | 24.77%+3.7pp | 24.88%+3.6pp | 561.29%-532.8pp |
| Employer contribution / active EE | $7,555 | $4,212+79.3% | $3,868+95.3% | $4,660+62.1% |
| Participant deferral / active EE | $8,497 | $5,619+51.2% | $5,057+68.0% | $6,688+27.1% |
| Admin fee / account holder | $1,888 | $9,750-80.6% | $8,355-77.4% | $13,397-85.9% |