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 | $3,326 | $109,327-97.0% | $89,391-96.3% | $158,922-97.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 7.49% | 345.68%-338.2pp | 245.62%-238.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $833 | $3,170-73.7% | $2,586-67.8% | $4,761-82.5% |
| Participant deferral / active EE | $907 | $4,598-80.3% | $3,890-76.7% | $5,982-84.8% |
| Admin fee / account holder | $333 | $6,153-94.6% | $4,881-93.2% | $11,246-97.0% |