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 | $10,468 | $175,202-94.0% | $149,673-93.0% | $139,434-92.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 29.47% | 166.71%-137.2pp | 134.42%-104.9pp | 372.94%-343.5pp |
| Employer contribution / active EE | $2,198 | $5,474-59.8% | $4,818-54.4% | $4,751-53.7% |
| Participant deferral / active EE | $2,198 | $6,519-66.3% | $5,680-61.3% | $6,710-67.2% |
| Admin fee / account holder | $768 | $16,150-95.2% | $13,210-94.2% | $11,403-93.3% |