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 8-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 | $13,406 | $115,770-88.4% | $101,248-86.8% | $158,922-91.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.68% | 56.14%-37.5pp | 46.47%-27.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,287 | $4,175-45.2% | $3,660-37.5% | $4,761-52.0% |
| Participant deferral / active EE | $4,708 | $4,957-5.0% | $4,370+7.7% | $5,982-21.3% |
| Admin fee / account holder | $903 | $7,245-87.5% | $5,945-84.8% | $11,246-92.0% |