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 | $3,542 | $96,635-96.3% | $86,612-95.9% | $139,434-97.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.27% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $610 | $3,263-81.3% | $3,022-79.8% | $4,751-87.2% |
| Participant deferral / active EE | $1,086 | $4,836-77.6% | $4,438-75.5% | $6,710-83.8% |
| Admin fee / account holder | $1,022 | $6,408-84.1% | $5,614-81.8% | $11,403-91.0% |