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 5-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 | $3,453 | $104,974-96.7% | $95,585-96.4% | $142,382-97.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 16.14% | 210.33%-194.2pp | 38.56%-22.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $685 | $2,779-75.3% | $2,527-72.9% | $4,299-84.1% |
| Participant deferral / active EE | $1,280 | $4,352-70.6% | $4,023-68.2% | $6,507-80.3% |
| Admin fee / account holder | $2,171 | $6,386-66.0% | $6,127-64.6% | $12,624-82.8% |