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 7-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 | $5,713 | $78,422-92.7% | $95,952-94.0% | $79,858-92.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 84.93% | 19.37%+65.6pp | 91.61%-6.7pp | 31.71%+53.2pp |
| Employer contribution / active EE | $2,265 | $1,945+16.4% | $2,541-10.9% | $2,471-8.3% |
| Participant deferral / active EE | $2,559 | $3,440-25.6% | $4,167-38.6% | $3,740-31.6% |
| Admin fee / account holder | $485 | $5,622-91.4% | $6,795-92.9% | $5,306-90.9% |