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 | $5,767 | $49,922-88.4% | $80,569-92.8% | $75,163-92.3% |
| Participation rate | 96.3% | 55.3%+41.0pp | 67.0%+29.3pp | 67.2%+29.1pp |
| Annual return | 19.31% | 34.69%-15.4pp | 935.43%-916.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $736 | $1,698-56.6% | $2,723-73.0% | $2,670-72.4% |
| Participant deferral / active EE | $1,341 | $2,990-55.2% | $4,447-69.9% | $4,125-67.5% |
| Admin fee / account holder | $656 | $3,577-81.7% | $5,377-87.8% | $5,651-88.4% |