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 | $3,517 | $96,635-96.4% | $86,612-95.9% | $139,434-97.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 23.53% | 106.41%-82.9pp | 591.07%-567.5pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,077 | $3,263-67.0% | $3,022-64.4% | $4,751-77.3% |
| Participant deferral / active EE | $2,954 | $4,836-38.9% | $4,438-33.4% | $6,710-56.0% |
| Admin fee / account holder | $878 | $6,408-86.3% | $5,614-84.4% | $11,403-92.3% |