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 | $6,778 | $84,696-92.0% | $75,696-91.0% | $167,490-96.0% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.8%-4.8pp | 82.1%-12.1pp |
| Annual return | 74.73% | 199.36%-124.6pp | 104.53%-29.8pp | 478.56%-403.8pp |
| Employer contribution / active EE | $869 | $3,230-73.1% | $2,743-68.3% | $4,837-82.0% |
| Participant deferral / active EE | $5,361 | $4,580+17.1% | $3,821+40.3% | $6,341-15.5% |
| Admin fee / account holder | $702 | $5,355-86.9% | $3,619-80.6% | $12,309-94.3% |