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 5-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 | $5,632 | $92,703-93.9% | $82,719-93.2% | $134,475-95.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 12.08% | 944.92%-932.8pp | 701.18%-689.1pp | 417.96%-405.9pp |
| Employer contribution / active EE | $2,925 | $3,274-10.6% | $3,009-2.8% | $4,740-38.3% |
| Participant deferral / active EE | $6,170 | $4,802+28.5% | $4,395+40.4% | $6,400-3.6% |
| Admin fee / account holder | $1,624 | $5,983-72.8% | $5,329-69.5% | $11,426-85.8% |