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 | $3,795 | $96,635-96.1% | $86,612-95.6% | $139,434-97.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.44% | 106.41%-86.0pp | 591.07%-570.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $905 | $3,263-72.3% | $3,022-70.1% | $4,751-80.9% |
| Participant deferral / active EE | $1,160 | $4,836-76.0% | $4,438-73.9% | $6,710-82.7% |
| Admin fee / account holder | $932 | $6,408-85.5% | $5,614-83.4% | $11,403-91.8% |