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 | $5,262 | $108,642-95.2% | $74,701-93.0% | $152,861-96.6% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 12.84% | 114.06%-101.2pp | 752.92%-740.1pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,113 | $1,503-25.9% | $1,084+2.7% | $4,762-76.6% |
| Participant deferral / active EE | $2,992 | $2,712+10.3% | $1,964+52.4% | $5,850-48.9% |
| Admin fee / account holder | $7,058 | $4,902+44.0% | $3,333+111.8% | $11,596-39.1% |