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 4-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 | $6,758 | $177,572-96.2% | $154,803-95.6% | $142,382-95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.61% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,082 | $4,810-77.5% | $4,305-74.9% | $4,299-74.8% |
| Participant deferral / active EE | $3,813 | $6,272-39.2% | $5,540-31.2% | $6,507-41.4% |
| Admin fee / account holder | $785 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |