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 | $5,106 | $91,190-94.4% | $178,490-97.1% | $79,858-93.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 38.86% | 24.19%+14.7pp | 151.07%-112.2pp | 31.71%+7.2pp |
| Employer contribution / active EE | $1,007 | $3,256-69.1% | $5,011-79.9% | $2,471-59.2% |
| Participant deferral / active EE | $1,837 | $3,236-43.2% | $5,202-64.7% | $3,740-50.9% |
| Admin fee / account holder | $11,189 | $6,751+65.7% | $13,984-20.0% | $5,306+110.9% |