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 | $3,829 | $102,966-96.3% | $90,281-95.8% | $152,861-97.5% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 22.06% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $643 | $3,139-79.5% | $2,854-77.5% | $4,762-86.5% |
| Participant deferral / active EE | $865 | $4,281-79.8% | $3,885-77.7% | $5,850-85.2% |
| Admin fee / account holder | $699 | $6,171-88.7% | $5,351-86.9% | $11,596-94.0% |