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 | $2,250 | $100,773-97.8% | $88,946-97.5% | $142,382-98.4% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.8%+21.6pp | 80.1%+10.4pp |
| Annual return | 57.42% | 70.18%-12.8pp | 57.82%-0.4pp | 217.08%-159.7pp |
| Employer contribution / active EE | $854 | $2,918-70.7% | $2,555-66.6% | $4,299-80.1% |
| Participant deferral / active EE | $1,319 | $5,230-74.8% | $4,581-71.2% | $6,507-79.7% |
| Admin fee / account holder | $407 | $9,693-95.8% | $8,261-95.1% | $12,624-96.8% |