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 | $5,226 | $49,922-89.5% | $80,569-93.5% | $75,163-93.0% |
| Participation rate | 87.1% | 55.3%+31.8pp | 67.0%+20.1pp | 67.2%+19.9pp |
| Annual return | 21.17% | 34.69%-13.5pp | 935.43%-914.3pp | 160.62%-139.4pp |
| Employer contribution / active EE | $938 | $1,698-44.8% | $2,723-65.6% | $2,670-64.9% |
| Participant deferral / active EE | $2,320 | $2,990-22.4% | $4,447-47.8% | $4,125-43.8% |
| Admin fee / account holder | $316 | $3,577-91.2% | $5,377-94.1% | $5,651-94.4% |