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 8-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 | $4,837 | $100,901-95.2% | $75,670-93.6% | $147,584-96.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 21.79% | 35.78%-14.0pp | 27.34%-5.6pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,148 | $3,253-64.7% | $2,352-51.2% | $4,876-76.5% |
| Participant deferral / active EE | $2,174 | $4,027-46.0% | $3,142-30.8% | $5,439-60.0% |
| Admin fee / account holder | $1,151 | $11,285-89.8% | $5,800-80.2% | $10,885-89.4% |