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 | $2,143 | $58,208-96.3% | $81,812-97.4% | $80,856-97.4% |
| Participation rate | 74.3% | 63.4%+10.9pp | 72.3%+1.9pp | 67.6%+6.6pp |
| Annual return | 16.34% | 41.66%-25.3pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $500 | $2,340-78.6% | $2,912-82.8% | $2,755-81.9% |
| Participant deferral / active EE | $758 | $3,281-76.9% | $4,319-82.4% | $4,296-82.4% |
| Admin fee / account holder | $322 | $4,981-93.5% | $7,386-95.6% | $6,918-95.3% |