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 | $2,459 | $104,974-97.7% | $95,585-97.4% | $142,382-98.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.91% | 210.33%-194.4pp | 38.56%-22.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $441 | $2,779-84.1% | $2,527-82.5% | $4,299-89.7% |
| Participant deferral / active EE | $697 | $4,352-84.0% | $4,023-82.7% | $6,507-89.3% |
| Admin fee / account holder | $446 | $6,386-93.0% | $6,127-92.7% | $12,624-96.5% |