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 5-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 | $14,925 | $124,185-88.0% | $108,410-86.2% | $167,490-91.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 23.17% | 1379.64%-1356.5pp | 905.27%-882.1pp | 478.56%-455.4pp |
| Employer contribution / active EE | $6,673 | $4,187+59.4% | $3,558+87.5% | $4,837+37.9% |
| Participant deferral / active EE | $6,845 | $6,908-0.9% | $6,563+4.3% | $6,341+7.9% |
| Admin fee / account holder | $2,182 | $9,455-76.9% | $7,295-70.1% | $12,309-82.3% |