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 3-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 | $5,165 | $53,516-90.3% | $126,539-95.9% | $84,808-93.9% |
| Participation rate | 88.6% | 58.2%+30.4pp | 69.8%+18.8pp | 68.3%+20.3pp |
| Annual return | 22.23% | 58.34%-36.1pp | 425.95%-403.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $773 | $1,535-49.6% | $3,674-79.0% | $2,631-70.6% |
| Participant deferral / active EE | $1,059 | $2,671-60.4% | $4,083-74.1% | $4,212-74.9% |
| Admin fee / account holder | $909 | $4,497-79.8% | $6,065-85.0% | $7,344-87.6% |