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 | $10,913 | $105,181-89.6% | $159,436-93.2% | $85,850-87.3% |
| Participation rate | 85.1% | 75.8%+9.3pp | 82.8%+2.3pp | 69.3%+15.8pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,092 | $3,318-36.9% | $4,829-56.7% | $2,565-18.4% |
| Participant deferral / active EE | $5,243 | $5,945-11.8% | $7,352-28.7% | $3,952+32.7% |
| Admin fee / account holder | $692 | $6,933-90.0% | $10,799-93.6% | $6,260-89.0% |