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 | $6,360 | $183,519-96.5% | $155,509-95.9% | $145,922-95.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 82.38% | 61.17%+21.2pp | 64.67%+17.7pp | 561.29%-478.9pp |
| Employer contribution / active EE | $2,175 | $5,313-59.1% | $4,672-53.4% | $4,660-53.3% |
| Participant deferral / active EE | $5,235 | $6,462-19.0% | $5,626-7.0% | $6,688-21.7% |
| Admin fee / account holder | $573 | $19,313-97.0% | $15,912-96.4% | $13,397-95.7% |