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 7-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 | $13,126 | $85,202-84.6% | $172,739-92.4% | $72,985-82.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.79% | 27.32%-0.5pp | 802.84%-776.1pp | 81.00%-54.2pp |
| Employer contribution / active EE | $1,218 | $3,324-63.4% | $5,143-76.3% | $2,440-50.1% |
| Participant deferral / active EE | $5,015 | $3,260+53.8% | $5,198-3.5% | $3,607+39.0% |
| Admin fee / account holder | $649 | $5,884-89.0% | $13,954-95.3% | $5,124-87.3% |