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 | $5,271 | $101,069-94.8% | $81,478-93.5% | $147,584-96.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 29.41% | 32.40%-3.0pp | 38.78%-9.4pp | 578.55%-549.1pp |
| Employer contribution / active EE | $3,098 | $3,205-3.3% | $2,568+20.7% | $4,876-36.5% |
| Participant deferral / active EE | $3,124 | $4,242-26.4% | $3,537-11.7% | $5,439-42.6% |
| Admin fee / account holder | $1,989 | $5,812-65.8% | $4,561-56.4% | $10,885-81.7% |