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 8-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 | $5,118 | $102,966-95.0% | $90,281-94.3% | $152,861-96.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 32.74% | 95.16%-62.4pp | 78.10%-45.4pp | 345.32%-312.6pp |
| Employer contribution / active EE | $2,387 | $3,139-23.9% | $2,854-16.4% | $4,762-49.9% |
| Participant deferral / active EE | $2,849 | $4,281-33.5% | $3,885-26.7% | $5,850-51.3% |
| Admin fee / account holder | $1,070 | $6,171-82.7% | $5,351-80.0% | $11,596-90.8% |