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 5-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 | $2,855 | $90,348-96.8% | $75,972-96.2% | $145,922-98.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 12.62% | 620.88%-608.3pp | 359.55%-346.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $721 | $3,311-78.2% | $2,685-73.1% | $4,660-84.5% |
| Participant deferral / active EE | $1,144 | $5,162-77.8% | $4,255-73.1% | $6,688-82.9% |
| Admin fee / account holder | $672 | $8,467-92.1% | $6,467-89.6% | $13,397-95.0% |