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 3-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 | $4,858 | $111,754-95.7% | $103,333-95.3% | $145,922-96.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.21% | 24.77%-5.6pp | 24.88%-5.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,625 | $4,212-61.4% | $3,868-58.0% | $4,660-65.1% |
| Participant deferral / active EE | $3,880 | $5,619-30.9% | $5,057-23.3% | $6,688-42.0% |
| Admin fee / account holder | $861 | $9,750-91.2% | $8,355-89.7% | $13,397-93.6% |