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 | $4,188 | $102,604-95.9% | $86,188-95.1% | $139,434-97.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 26.64% | 1922.51%-1895.9pp | 1168.45%-1141.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,813 | $3,032-40.2% | $2,380-23.8% | $4,751-61.8% |
| Participant deferral / active EE | $2,238 | $4,676-52.1% | $3,985-43.8% | $6,710-66.6% |
| Admin fee / account holder | $984 | $8,657-88.6% | $6,852-85.6% | $11,403-91.4% |