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 | $5,282 | $77,899-93.2% | $149,673-96.5% | $75,163-93.0% |
| Participation rate | 93.1% | 65.6%+27.5pp | 78.8%+14.3pp | 67.2%+25.9pp |
| Annual return | 65.60% | 31.72%+33.9pp | 134.42%-68.8pp | 160.62%-95.0pp |
| Employer contribution / active EE | $1,239 | $3,137-60.5% | $4,818-74.3% | $2,670-53.6% |
| Participant deferral / active EE | $2,336 | $3,411-31.5% | $5,680-58.9% | $4,125-43.4% |
| Admin fee / account holder | $320 | $5,956-94.6% | $13,210-97.6% | $5,651-94.3% |