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 6-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 | $2,883 | $99,877-97.1% | $84,966-96.6% | $145,922-98.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.72% | 83.76%-69.0pp | 66.38%-51.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $842 | $3,231-74.0% | $2,727-69.1% | $4,660-81.9% |
| Participant deferral / active EE | $1,190 | $5,291-77.5% | $4,519-73.7% | $6,688-82.2% |
| Admin fee / account holder | $302 | $7,248-95.8% | $6,149-95.1% | $13,397-97.7% |