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 3-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 | $4,156 | $111,724-96.3% | $93,606-95.6% | $145,922-97.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 24.33% | 202.98%-178.6pp | 133.20%-108.9pp | 561.29%-537.0pp |
| Employer contribution / active EE | $1,811 | $3,090-41.4% | $2,420-25.2% | $4,660-61.1% |
| Participant deferral / active EE | $2,939 | $4,912-40.2% | $4,411-33.4% | $6,688-56.0% |
| Admin fee / account holder | $497 | $10,250-95.2% | $8,285-94.0% | $13,397-96.3% |