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 | $5,053 | $65,409-92.3% | $98,442-94.9% | $85,850-94.1% |
| Participation rate | 84.0% | 65.0%+19.0pp | 73.3%+10.7pp | 69.3%+14.7pp |
| Annual return | 23.84% | 21.76%+2.1pp | 1492.73%-1468.9pp | 318.53%-294.7pp |
| Employer contribution / active EE | $1,084 | $2,168-50.0% | $2,960-63.4% | $2,565-57.7% |
| Participant deferral / active EE | $2,762 | $3,166-12.8% | $4,276-35.4% | $3,952-30.1% |
| Admin fee / account holder | $361 | $4,593-92.1% | $5,949-93.9% | $6,260-94.2% |