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 | $2,550 | $104,974-97.6% | $95,585-97.3% | $142,382-98.2% |
| Participation rate | 86.7% | 75.0%+11.7pp | 72.1%+14.6pp | 80.1%+6.5pp |
| Annual return | 21.56% | 210.33%-188.8pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $400 | $2,779-85.6% | $2,527-84.2% | $4,299-90.7% |
| Participant deferral / active EE | $972 | $4,352-77.7% | $4,023-75.8% | $6,507-85.1% |
| Admin fee / account holder | $644 | $6,386-89.9% | $6,127-89.5% | $12,624-94.9% |