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 4-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 | $6,208 | $49,173-87.4% | $121,098-94.9% | $75,163-91.7% |
| Participation rate | 97.7% | 55.4%+42.3pp | 69.5%+28.2pp | 67.2%+30.5pp |
| Annual return | 18.26% | 55.99%-37.7pp | 985.75%-967.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,831 | $1,546+83.2% | $4,164-32.0% | $2,670+6.0% |
| Participant deferral / active EE | $3,731 | $2,628+42.0% | $4,080-8.5% | $4,125-9.6% |
| Admin fee / account holder | $889 | $3,942-77.5% | $5,644-84.3% | $5,651-84.3% |