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 | $4,168 | $108,172-96.1% | $77,482-94.6% | $158,922-97.4% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 9.50% | 31.67%-22.2pp | 54.79%-45.3pp | 302.83%-293.3pp |
| Employer contribution / active EE | $107 | $1,325-91.9% | $986-89.2% | $4,761-97.8% |
| Participant deferral / active EE | $1,029 | $2,456-58.1% | $1,861-44.7% | $5,982-82.8% |
| Admin fee / account holder | $1,168 | $3,708-68.5% | $2,858-59.1% | $11,246-89.6% |