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 | $5,869 | $100,852-94.2% | $90,404-93.5% | $158,922-96.3% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 26.04% | 1724.20%-1698.2pp | 1293.02%-1267.0pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,655 | $3,689-55.1% | $3,262-49.3% | $4,761-65.2% |
| Participant deferral / active EE | $2,365 | $4,348-45.6% | $3,963-40.3% | $5,982-60.5% |
| Admin fee / account holder | $454 | $6,501-93.0% | $5,611-91.9% | $11,246-96.0% |