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 | $8,218 | $55,415-85.2% | $155,509-94.7% | $74,495-89.0% |
| Participation rate | 92.5% | 61.9%+30.6pp | 78.2%+14.3pp | 67.2%+25.3pp |
| Annual return | 19.95% | 268.50%-248.6pp | 64.67%-44.7pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,168 | $2,836+11.7% | $5,626-43.7% | $4,346-27.1% |
| Admin fee / account holder | $2,607 | $1,738+50.0% | $15,912-83.6% | $1,942+34.3% |