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 8-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 | $4,119 | $49,922-91.7% | $80,569-94.9% | $75,163-94.5% |
| Participation rate | 85.7% | 55.3%+30.4pp | 67.0%+18.7pp | 67.2%+18.5pp |
| Annual return | 16.74% | 34.69%-17.9pp | 935.43%-918.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $437 | $1,698-74.3% | $2,723-83.9% | $2,670-83.6% |
| Participant deferral / active EE | $731 | $2,990-75.6% | $4,447-83.6% | $4,125-82.3% |
| Admin fee / account holder | $444 | $3,577-87.6% | $5,377-91.7% | $5,651-92.1% |