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 4-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 | $6,263 | $49,173-87.3% | $121,098-94.8% | $75,163-91.7% |
| Participation rate | 91.5% | 55.4%+36.1pp | 69.5%+22.0pp | 67.2%+24.3pp |
| Annual return | 24.32% | 55.99%-31.7pp | 985.75%-961.4pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,891 | $1,546+22.3% | $4,164-54.6% | $2,670-29.2% |
| Participant deferral / active EE | $2,503 | $2,628-4.8% | $4,080-38.7% | $4,125-39.3% |
| Admin fee / account holder | $1,011 | $3,942-74.4% | $5,644-82.1% | $5,651-82.1% |