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 | $10,829 | $49,173-78.0% | $121,098-91.1% | $75,163-85.6% |
| Participation rate | 89.7% | 55.4%+34.3pp | 69.5%+20.2pp | 67.2%+22.5pp |
| Annual return | 25.55% | 55.99%-30.4pp | 985.75%-960.2pp | 160.62%-135.1pp |
| Employer contribution / active EE | $2,171 | $1,546+40.5% | $4,164-47.9% | $2,670-18.7% |
| Participant deferral / active EE | $3,822 | $2,628+45.5% | $4,080-6.3% | $4,125-7.3% |
| Admin fee / account holder | $3,103 | $3,942-21.3% | $5,644-45.0% | $5,651-45.1% |