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 | $25,706 | $73,638-65.1% | $108,410-76.3% | $79,386-67.6% |
| Participation rate | 92.3% | 77.4%+14.9pp | 80.1%+12.1pp | 70.7%+21.6pp |
| Annual return | 0.00% | 33.27%-33.3pp | 905.27%-905.3pp | 116.85%-116.9pp |
| Employer contribution / active EE | $3,753 | $2,397+56.6% | $3,558+5.5% | $2,427+54.6% |
| Participant deferral / active EE | $8,628 | $6,218+38.8% | $6,563+31.5% | $4,046+113.3% |
| Admin fee / account holder | $1,043 | $638+63.5% | $7,295-85.7% | $626+66.6% |