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 9-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 | $5,671 | $96,305-94.1% | $80,569-93.0% | $139,434-95.9% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 18.14% | 1350.08%-1331.9pp | 935.43%-917.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $904 | $3,262-72.3% | $2,723-66.8% | $4,751-81.0% |
| Participant deferral / active EE | $1,157 | $5,232-77.9% | $4,447-74.0% | $6,710-82.8% |
| Admin fee / account holder | $1,962 | $6,599-70.3% | $5,377-63.5% | $11,403-82.8% |