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 10-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 | $6,322 | $105,998-94.0% | $92,233-93.1% | $147,584-95.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.10% | 50.05%-23.9pp | 176.28%-150.2pp | 578.55%-552.4pp |
| Employer contribution / active EE | $2,323 | $4,333-46.4% | $3,679-36.9% | $4,876-52.4% |
| Participant deferral / active EE | $2,330 | $4,478-48.0% | $3,897-40.2% | $5,439-57.2% |
| Admin fee / account holder | $629 | $6,332-90.1% | $5,194-87.9% | $10,885-94.2% |