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 7-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 | $4,768 | $89,355-94.7% | $141,162-96.6% | $72,985-93.5% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 44.83% | 111.85%-67.0pp | 71.39%-26.6pp | 81.00%-36.2pp |
| Employer contribution / active EE | $1,396 | $3,114-55.2% | $4,735-70.5% | $2,440-42.8% |
| Participant deferral / active EE | $2,760 | $5,418-49.1% | $6,709-58.9% | $3,607-23.5% |
| Admin fee / account holder | $348 | $5,958-94.2% | $10,261-96.6% | $5,124-93.2% |