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 | $1,358 | $158,398-99.1% | $126,539-98.9% | $142,382-99.0% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 19.84% | 593.76%-573.9pp | 425.95%-406.1pp | 217.08%-197.2pp |
| Employer contribution / active EE | $347 | $4,650-92.5% | $3,674-90.6% | $4,299-91.9% |
| Participant deferral / active EE | $409 | $4,767-91.4% | $4,083-90.0% | $6,507-93.7% |
| Admin fee / account holder | $495 | $6,918-92.8% | $6,065-91.8% | $12,624-96.1% |