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 6-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 | $5,559 | $65,561-91.5% | $86,188-93.6% | $75,163-92.6% |
| Participation rate | 78.6% | 60.5%+18.1pp | 69.0%+9.6pp | 67.2%+11.4pp |
| Annual return | 18.82% | 46.05%-27.2pp | 1168.45%-1149.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,841 | $3,024-39.1% | $3,985-53.8% | $4,125-55.4% |
| Admin fee / account holder | $469 | $5,474-91.4% | $6,852-93.2% | $5,651-91.7% |