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 | $9,939 | $210,648-95.3% | $177,989-94.4% | $145,922-93.2% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 16.43% | 385.86%-369.4pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,081 | $4,565-76.3% | $3,949-72.6% | $4,660-76.8% |
| Participant deferral / active EE | $1,408 | $6,958-79.8% | $6,276-77.6% | $6,688-79.0% |
| Admin fee / account holder | $566 | $12,013-95.3% | $10,363-94.5% | $13,397-95.8% |