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 | $16,167 | $58,694-72.5% | $142,863-88.7% | $85,850-81.2% |
| Participation rate | 78.6% | 58.5%+20.1pp | 71.9%+6.6pp | 69.3%+9.3pp |
| Annual return | 15.66% | 27.72%-12.1pp | 5637.54%-5621.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $569 | $1,423-60.0% | $4,144-86.3% | $2,565-77.8% |
| Participant deferral / active EE | $3,213 | $2,607+23.2% | $3,837-16.3% | $3,952-18.7% |
| Admin fee / account holder | $465 | $4,239-89.0% | $6,560-92.9% | $6,260-92.6% |