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 | $5,039 | $55,415-90.9% | $155,509-96.8% | $74,495-93.2% |
| Participation rate | 80.9% | 61.9%+19.0pp | 78.2%+2.7pp | 67.2%+13.7pp |
| Annual return | 12.50% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $665 | $2,267-70.7% | $4,672-85.8% | $2,623-74.6% |
| Participant deferral / active EE | $1,452 | $2,836-48.8% | $5,626-74.2% | $4,346-66.6% |
| Admin fee / account holder | $852 | $1,738-51.0% | $15,912-94.6% | $1,942-56.1% |