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 | $6,362 | $92,703-93.1% | $82,719-92.3% | $134,475-95.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.28% | 944.92%-943.6pp | 701.18%-699.9pp | 417.96%-416.7pp |
| Employer contribution / active EE | $1,287 | $3,274-60.7% | $3,009-57.2% | $4,740-72.8% |
| Participant deferral / active EE | $2,796 | $4,802-41.8% | $4,395-36.4% | $6,400-56.3% |
| Admin fee / account holder | $6,899 | $5,983+15.3% | $5,329+29.5% | $11,426-39.6% |