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 | $1,694 | $104,974-98.4% | $95,585-98.2% | $142,382-98.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.34% | 210.33%-188.0pp | 38.56%-16.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $863 | $2,779-69.0% | $2,527-65.9% | $4,299-79.9% |
| Participant deferral / active EE | $1,372 | $4,352-68.5% | $4,023-65.9% | $6,507-78.9% |
| Admin fee / account holder | $519 | $6,386-91.9% | $6,127-91.5% | $12,624-95.9% |