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 5-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 | $4,174 | $118,849-96.5% | $96,562-95.7% | $167,490-97.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 21.19% | 50.49%-29.3pp | 37.78%-16.6pp | 478.56%-457.4pp |
| Employer contribution / active EE | $1,386 | $3,120-55.6% | $2,356-41.2% | $4,837-71.3% |
| Participant deferral / active EE | $1,905 | $4,616-58.7% | $3,849-50.5% | $6,341-70.0% |
| Admin fee / account holder | $775 | $8,065-90.4% | $6,181-87.5% | $12,309-93.7% |