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 | $10,304 | $117,983-91.3% | $101,794-89.9% | $142,382-92.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 37.24% | 36.92%+0.3pp | 30.53%+6.7pp | 217.08%-179.8pp |
| Employer contribution / active EE | $3,360 | $2,773+21.2% | $2,289+46.8% | $4,299-21.8% |
| Participant deferral / active EE | $6,819 | $4,714+44.7% | $4,084+67.0% | $6,507+4.8% |
| Admin fee / account holder | $301 | $10,433-97.1% | $8,777-96.6% | $12,624-97.6% |