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 5-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 | $3,302 | $84,696-96.1% | $75,696-95.6% | $167,490-98.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.43% | 199.36%-184.9pp | 104.53%-90.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,621 | $3,230-49.8% | $2,743-40.9% | $4,837-66.5% |
| Participant deferral / active EE | $2,671 | $4,580-41.7% | $3,821-30.1% | $6,341-57.9% |
| Admin fee / account holder | $4,221 | $5,355-21.2% | $3,619+16.6% | $12,309-65.7% |