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 9-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 | $4,413 | $121,625-96.4% | $104,607-95.8% | $158,922-97.2% |
| Participation rate | 81.0% | 77.5%+3.4pp | 74.1%+6.9pp | 82.0%-1.0pp |
| Annual return | 15.84% | 465.26%-449.4pp | 340.46%-324.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,887 | $3,163-40.3% | $2,681-29.6% | $4,761-60.4% |
| Participant deferral / active EE | $2,546 | $4,177-39.1% | $3,740-31.9% | $5,982-57.4% |
| Admin fee / account holder | $698 | $7,787-91.0% | $6,473-89.2% | $11,246-93.8% |