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 | $9,684 | $83,902-88.5% | $167,512-94.2% | $84,808-88.6% |
| Participation rate | 72.0% | 66.5%+5.5pp | 77.1%-5.1pp | 68.3%+3.7pp |
| Annual return | 25.70% | 91.55%-65.8pp | 1615.79%-1590.1pp | 40.90%-15.2pp |
| Employer contribution / active EE | $1,485 | $2,264-34.4% | $3,882-61.7% | $2,631-43.5% |
| Participant deferral / active EE | $2,355 | $4,442-47.0% | $6,405-63.2% | $4,212-44.1% |
| Admin fee / account holder | $610 | $7,915-92.3% | $9,769-93.8% | $7,344-91.7% |