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 7-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 | $9,409 | $81,632-88.5% | $70,449-86.6% | $158,922-94.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 27.15% | 208.40%-181.3pp | 109.03%-81.9pp | 302.83%-275.7pp |
| Employer contribution / active EE | $2,482 | $3,217-22.9% | $2,737-9.3% | $4,761-47.9% |
| Participant deferral / active EE | $4,375 | $4,554-3.9% | $3,709+18.0% | $5,982-26.9% |
| Admin fee / account holder | $812 | $6,193-86.9% | $3,845-78.9% | $11,246-92.8% |