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 | $2,816 | $99,918-97.2% | $81,382-96.5% | $145,922-98.1% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.5%+7.4pp | 80.3%-3.4pp |
| Annual return | 10.39% | 34.32%-23.9pp | 24.73%-14.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,070 | $4,605-76.8% | $3,883-72.5% | $6,688-84.0% |
| Admin fee / account holder | $1,132 | $8,212-86.2% | $5,768-80.4% | $13,397-91.6% |