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 10-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 | $5,059 | $52,279-90.3% | $89,391-94.3% | $79,858-93.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 12.78% | 22.16%-9.4pp | 245.62%-232.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,968 | $1,572+88.8% | $2,586+14.8% | $2,471+20.1% |
| Participant deferral / active EE | $1,254 | $2,740-54.2% | $3,890-67.8% | $3,740-66.5% |
| Admin fee / account holder | $4,032 | $3,356+20.1% | $4,881-17.4% | $5,306-24.0% |