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 | $3,025 | $158,398-98.1% | $126,539-97.6% | $142,382-97.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 17.52% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $614 | $4,650-86.8% | $3,674-83.3% | $4,299-85.7% |
| Participant deferral / active EE | $818 | $4,767-82.8% | $4,083-80.0% | $6,507-87.4% |
| Admin fee / account holder | $1,106 | $6,918-84.0% | $6,065-81.8% | $12,624-91.2% |