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 6-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 | $10,784 | $78,422-86.2% | $95,952-88.8% | $79,858-86.5% |
| Participation rate | 78.9% | 73.5%+5.5pp | 77.1%+1.9pp | 69.6%+9.3pp |
| Annual return | 40.14% | 19.37%+20.8pp | 91.61%-51.5pp | 31.71%+8.4pp |
| Employer contribution / active EE | $1,322 | $1,945-32.0% | $2,541-48.0% | $2,471-46.5% |
| Participant deferral / active EE | $2,994 | $3,440-13.0% | $4,167-28.1% | $3,740-19.9% |
| Admin fee / account holder | $314 | $5,622-94.4% | $6,795-95.4% | $5,306-94.1% |