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 6-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 | $2,965 | $99,877-97.0% | $84,966-96.5% | $145,922-98.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 8.22% | 83.76%-75.5pp | 66.38%-58.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $721 | $3,231-77.7% | $2,727-73.6% | $4,660-84.5% |
| Participant deferral / active EE | $944 | $5,291-82.1% | $4,519-79.1% | $6,688-85.9% |
| Admin fee / account holder | $2,064 | $7,248-71.5% | $6,149-66.4% | $13,397-84.6% |