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 | $8,659 | $117,841-92.7% | $102,423-91.5% | $145,922-94.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.50% | 31.65%-17.2pp | 29.32%-14.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $15,165 | $3,615+319.5% | $3,023+401.6% | $4,660+225.5% |
| Participant deferral / active EE | $7,180 | $5,731+25.3% | $5,053+42.1% | $6,688+7.4% |
| Admin fee / account holder | $9,242 | $13,326-30.6% | $9,451-2.2% | $13,397-31.0% |