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 | $5,731 | $159,901-96.4% | $146,958-96.1% | $145,922-96.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 98.13%-83.0pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,066 | $5,286-79.8% | $4,933-78.4% | $4,660-77.1% |
| Participant deferral / active EE | $2,797 | $8,428-66.8% | $8,070-65.3% | $6,688-58.2% |
| Admin fee / account holder | $1,053 | $15,044-93.0% | $12,998-91.9% | $13,397-92.1% |