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 | $6,266 | $112,881-94.4% | $90,951-93.1% | $158,922-96.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 59.25% | 215.79%-156.5pp | 134.60%-75.4pp | 302.83%-243.6pp |
| Employer contribution / active EE | $1,952 | $2,893-32.5% | $2,122-8.0% | $4,761-59.0% |
| Participant deferral / active EE | $2,870 | $4,128-30.5% | $3,373-14.9% | $5,982-52.0% |
| Admin fee / account holder | $500 | $8,041-93.8% | $5,959-91.6% | $11,246-95.6% |