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 | $7,046 | $129,217-94.5% | $93,406-92.5% | $158,922-95.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 11.84% | 118.21%-106.4pp | 78.05%-66.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $5,009 | $2,711+84.7% | $2,075+141.4% | $4,761+5.2% |
| Participant deferral / active EE | $1,369 | $3,909-65.0% | $3,126-56.2% | $5,982-77.1% |
| Admin fee / account holder | $8,337 | $7,383+12.9% | $5,230+59.4% | $11,246-25.9% |