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 | $16,909 | $105,181-83.9% | $159,436-89.4% | $85,850-80.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 22.36% | 45.07%-22.7pp | 263.57%-241.2pp | 318.53%-296.2pp |
| Employer contribution / active EE | $2,406 | $3,318-27.5% | $4,829-50.2% | $2,565-6.2% |
| Participant deferral / active EE | $4,391 | $5,945-26.1% | $7,352-40.3% | $3,952+11.1% |
| Admin fee / account holder | $2,299 | $6,933-66.8% | $10,799-78.7% | $6,260-63.3% |