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 3-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 | $6,157 | $83,902-92.7% | $167,512-96.3% | $84,808-92.7% |
| Participation rate | 95.6% | 66.5%+29.1pp | 77.1%+18.5pp | 68.3%+27.2pp |
| Annual return | 17.14% | 91.55%-74.4pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,187 | $2,264-47.6% | $3,882-69.4% | $2,631-54.9% |
| Participant deferral / active EE | $2,175 | $4,442-51.0% | $6,405-66.0% | $4,212-48.4% |
| Admin fee / account holder | $1,176 | $7,915-85.1% | $9,769-88.0% | $7,344-84.0% |