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 | $4,451 | $177,572-97.5% | $154,803-97.1% | $142,382-96.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.87% | 65.07%-37.2pp | 58.88%-31.0pp | 217.08%-189.2pp |
| Employer contribution / active EE | $2,039 | $4,810-57.6% | $4,305-52.6% | $4,299-52.6% |
| Participant deferral / active EE | $3,862 | $6,272-38.4% | $5,540-30.3% | $6,507-40.6% |
| Admin fee / account holder | $1,010 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |