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 6-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 | $914 | $110,502-99.2% | $80,716-98.9% | $167,490-99.5% |
| Participation rate | 81.8% | 64.0%+17.9pp | 54.2%+27.7pp | 82.1%-0.3pp |
| Annual return | 17.29% | 120.54%-103.2pp | 87.28%-70.0pp | 478.56%-461.3pp |
| Employer contribution / active EE | $502 | $1,543-67.4% | $1,160-56.7% | $4,837-89.6% |
| Participant deferral / active EE | $914 | $2,871-68.1% | $2,146-57.4% | $6,341-85.6% |
| Admin fee / account holder | $585 | $4,545-87.1% | $3,380-82.7% | $12,309-95.2% |