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 | $5,585 | $96,635-94.2% | $86,612-93.6% | $139,434-96.0% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 18.58% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,443 | $3,263-25.1% | $3,022-19.2% | $4,751-48.6% |
| Participant deferral / active EE | $2,959 | $4,836-38.8% | $4,438-33.3% | $6,710-55.9% |
| Admin fee / account holder | $2,183 | $6,408-65.9% | $5,614-61.1% | $11,403-80.9% |