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 | $6,830 | $126,574-94.6% | $106,213-93.6% | $145,922-95.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.67% | 224.79%-204.1pp | 116.14%-95.5pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,256 | $3,730-39.5% | $3,171-28.9% | $4,660-51.6% |
| Participant deferral / active EE | $2,761 | $5,724-51.8% | $5,016-44.9% | $6,688-58.7% |
| Admin fee / account holder | $2,676 | $17,304-84.5% | $11,033-75.7% | $13,397-80.0% |