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 6-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 | $18,293 | $155,788-88.3% | $124,672-85.3% | $167,490-89.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 9.56% | 17.97%-8.4pp | 5142.93%-5133.4pp | 478.56%-469.0pp |
| Employer contribution / active EE | $4,880 | $4,163+17.2% | $3,324+46.8% | $4,837+0.9% |
| Participant deferral / active EE | $6,100 | $5,673+7.5% | $4,614+32.2% | $6,341-3.8% |
| Admin fee / account holder | $303 | $9,531-96.8% | $7,493-96.0% | $12,309-97.5% |