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 | $761 | $81,625-99.1% | $58,482-98.7% | $139,434-99.5% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.5pp |
| Annual return | 23.34% | 7404.20%-7380.9pp | 4239.32%-4216.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $793 | $1,398-43.3% | $1,053-24.7% | $4,751-83.3% |
| Participant deferral / active EE | $835 | $2,557-67.4% | $1,924-56.6% | $6,710-87.6% |
| Admin fee / account holder | $722 | $3,265-77.9% | $2,516-71.3% | $11,403-93.7% |