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 6-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 | $6,011 | $165,335-96.4% | $149,696-96.0% | $158,922-96.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.44% | 348.15%-308.7pp | 276.60%-237.2pp | 302.83%-263.4pp |
| Employer contribution / active EE | $1,725 | $5,103-66.2% | $4,644-62.8% | $4,761-63.8% |
| Participant deferral / active EE | $3,051 | $7,181-57.5% | $6,842-55.4% | $5,982-49.0% |
| Admin fee / account holder | $679 | $10,807-93.7% | $9,309-92.7% | $11,246-94.0% |