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 | $8,932 | $162,781-94.5% | $133,956-93.3% | $158,922-94.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.25% | 41.94%-26.7pp | 45.09%-29.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,095 | $4,975-78.0% | $3,919-72.1% | $4,761-77.0% |
| Participant deferral / active EE | $5,150 | $5,911-12.9% | $5,048+2.0% | $5,982-13.9% |
| Admin fee / account holder | $564 | $11,736-95.2% | $8,927-93.7% | $11,246-95.0% |