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 8-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 | $3,052 | $96,635-96.8% | $86,612-96.5% | $139,434-97.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.73% | 106.41%-92.7pp | 591.07%-577.3pp | 372.94%-359.2pp |
| Employer contribution / active EE | $785 | $3,263-76.0% | $3,022-74.0% | $4,751-83.5% |
| Participant deferral / active EE | $1,569 | $4,836-67.6% | $4,438-64.6% | $6,710-76.6% |
| Admin fee / account holder | $561 | $6,408-91.2% | $5,614-90.0% | $11,403-95.1% |