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 | $3,900 | $85,022-95.4% | $70,515-94.5% | $139,434-97.2% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 21.84% | 30.38%-8.5pp | 32.77%-10.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $905 | $3,909-76.8% | $2,973-69.5% | $4,751-80.9% |
| Participant deferral / active EE | $1,718 | $5,890-70.8% | $4,567-62.4% | $6,710-74.4% |
| Admin fee / account holder | $319 | $8,906-96.4% | $6,412-95.0% | $11,403-97.2% |