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 6-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 | $10,472 | $105,126-90.0% | $94,646-88.9% | $139,434-92.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 68.20% | 38.03%+30.2pp | 156.71%-88.5pp | 372.94%-304.7pp |
| Employer contribution / active EE | $1,368 | $4,106-66.7% | $3,672-62.7% | $4,751-71.2% |
| Participant deferral / active EE | $5,411 | $7,599-28.8% | $7,418-27.1% | $6,710-19.4% |
| Admin fee / account holder | $1,297 | $8,984-85.6% | $7,231-82.1% | $11,403-88.6% |