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 | $2,735 | $158,398-98.3% | $126,539-97.8% | $142,382-98.1% |
| Participation rate | 89.5% | 75.8%+13.7pp | 69.8%+19.7pp | 80.1%+9.4pp |
| Annual return | 15.53% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,062 | $4,650-77.2% | $3,674-71.1% | $4,299-75.3% |
| Participant deferral / active EE | $1,112 | $4,767-76.7% | $4,083-72.8% | $6,507-82.9% |
| Admin fee / account holder | $1,022 | $6,918-85.2% | $6,065-83.1% | $12,624-91.9% |