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 3-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 | $5,708 | $83,902-93.2% | $167,512-96.6% | $84,808-93.3% |
| Participation rate | 87.5% | 66.5%+21.0pp | 77.1%+10.4pp | 68.3%+19.2pp |
| Annual return | 27.69% | 91.55%-63.9pp | 1615.79%-1588.1pp | 40.90%-13.2pp |
| Employer contribution / active EE | $764 | $2,264-66.3% | $3,882-80.3% | $2,631-71.0% |
| Participant deferral / active EE | $2,308 | $4,442-48.0% | $6,405-64.0% | $4,212-45.2% |
| Admin fee / account holder | $639 | $7,915-91.9% | $9,769-93.5% | $7,344-91.3% |