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 | $4,662 | $90,348-94.8% | $75,972-93.9% | $145,922-96.8% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 12.55% | 620.88%-608.3pp | 359.55%-347.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,689 | $3,311-49.0% | $2,685-37.1% | $4,660-63.7% |
| Participant deferral / active EE | $1,739 | $5,162-66.3% | $4,255-59.1% | $6,688-74.0% |
| Admin fee / account holder | $1,136 | $8,467-86.6% | $6,467-82.4% | $13,397-91.5% |