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 | $5,650 | $99,877-94.3% | $84,966-93.4% | $145,922-96.1% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 33.59% | 83.76%-50.2pp | 66.38%-32.8pp | 561.29%-527.7pp |
| Employer contribution / active EE | $1,338 | $3,231-58.6% | $2,727-50.9% | $4,660-71.3% |
| Participant deferral / active EE | $3,550 | $5,291-32.9% | $4,519-21.5% | $6,688-46.9% |
| Admin fee / account holder | $854 | $7,248-88.2% | $6,149-86.1% | $13,397-93.6% |