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 | $5,099 | $95,416-94.7% | $185,823-97.3% | $85,850-94.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 36.75% | 23.59%+13.2pp | 122.05%-85.3pp | 318.53%-281.8pp |
| Employer contribution / active EE | $2,006 | $3,314-39.5% | $5,167-61.2% | $2,565-21.8% |
| Participant deferral / active EE | $1,215 | $3,423-64.5% | $5,568-78.2% | $3,952-69.3% |
| Admin fee / account holder | $746 | $7,213-89.7% | $16,237-95.4% | $6,260-88.1% |