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 | $8,688 | $62,573-86.1% | $85,682-89.9% | $85,850-89.9% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.9%+22.4pp | 69.3%+23.0pp |
| Annual return | 107.52% | 23.77%+83.8pp | 21.49%+86.0pp | 318.53%-211.0pp |
| Employer contribution / active EE | $605 | $1,757-65.6% | $2,618-76.9% | $2,565-76.4% |
| Participant deferral / active EE | $3,394 | $2,802+21.1% | $3,923-13.5% | $3,952-14.1% |
| Admin fee / account holder | $538 | $4,640-88.4% | $6,873-92.2% | $6,260-91.4% |