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 | $5,427 | $202,432-97.3% | $169,368-96.8% | $139,434-96.1% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 30.08% | 531.74%-501.7pp | 405.60%-375.5pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,159 | $4,692-75.3% | $4,013-71.1% | $4,751-75.6% |
| Participant deferral / active EE | $4,403 | $6,938-36.5% | $6,221-29.2% | $6,710-34.4% |
| Admin fee / account holder | $334 | $10,708-96.9% | $9,003-96.3% | $11,403-97.1% |