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 | $4,086 | $100,773-95.9% | $88,946-95.4% | $142,382-97.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 18.96% | 70.18%-51.2pp | 57.82%-38.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,328 | $2,918-54.5% | $2,555-48.0% | $4,299-69.1% |
| Participant deferral / active EE | $1,946 | $5,230-62.8% | $4,581-57.5% | $6,507-70.1% |
| Admin fee / account holder | $942 | $9,693-90.3% | $8,261-88.6% | $12,624-92.5% |