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 | $3,186 | $202,432-98.4% | $169,368-98.1% | $139,434-97.7% |
| Participation rate | 87.0% | 81.1%+5.9pp | 77.1%+9.8pp | 80.3%+6.6pp |
| Annual return | 37.54% | 531.74%-494.2pp | 405.60%-368.1pp | 372.94%-335.4pp |
| Employer contribution / active EE | $1,150 | $4,692-75.5% | $4,013-71.3% | $4,751-75.8% |
| Participant deferral / active EE | $1,262 | $6,938-81.8% | $6,221-79.7% | $6,710-81.2% |
| Admin fee / account holder | $574 | $10,708-94.6% | $9,003-93.6% | $11,403-95.0% |