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 | $5,119 | $183,519-97.2% | $155,509-96.7% | $145,922-96.5% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 11.39% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,473 | $5,313-72.3% | $4,672-68.5% | $4,660-68.4% |
| Participant deferral / active EE | $2,028 | $6,462-68.6% | $5,626-64.0% | $6,688-69.7% |
| Admin fee / account holder | $1,537 | $19,313-92.0% | $15,912-90.3% | $13,397-88.5% |