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 3-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 | $1,661 | $56,053-97.0% | $75,972-97.8% | $80,856-97.9% |
| Participation rate | 86.5% | 62.0%+24.5pp | 69.1%+17.4pp | 67.6%+18.8pp |
| Annual return | 30.08% | 20.53%+9.5pp | 359.55%-329.5pp | 35.59%-5.5pp |
| Employer contribution / active EE | $786 | $1,874-58.1% | $2,685-70.7% | $2,755-71.5% |
| Participant deferral / active EE | $1,848 | $3,052-39.4% | $4,255-56.6% | $4,296-57.0% |
| Admin fee / account holder | $462 | $5,234-91.2% | $6,467-92.9% | $6,918-93.3% |