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 4-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 | $3,613 | $57,281-93.7% | $86,612-95.8% | $75,163-95.2% |
| Participation rate | 76.7% | 63.2%+13.5pp | 71.7%+5.0pp | 67.2%+9.5pp |
| Annual return | 30.22% | 2670.75%-2640.5pp | 591.07%-560.9pp | 160.62%-130.4pp |
| Employer contribution / active EE | $607 | $2,314-73.8% | $3,022-79.9% | $2,670-77.2% |
| Participant deferral / active EE | $1,812 | $3,318-45.4% | $4,438-59.2% | $4,125-56.1% |
| Admin fee / account holder | $536 | $4,112-87.0% | $5,614-90.5% | $5,651-90.5% |