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 | $3,358 | $90,348-96.3% | $75,972-95.6% | $145,922-97.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.23% | 620.88%-607.6pp | 359.55%-346.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,075 | $3,311-67.5% | $2,685-60.0% | $4,660-76.9% |
| Participant deferral / active EE | $1,208 | $5,162-76.6% | $4,255-71.6% | $6,688-81.9% |
| Admin fee / account holder | $1,115 | $8,467-86.8% | $6,467-82.8% | $13,397-91.7% |