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 | $5,286 | $100,773-94.8% | $88,946-94.1% | $142,382-96.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 31.23% | 70.18%-39.0pp | 57.82%-26.6pp | 217.08%-185.8pp |
| Employer contribution / active EE | $1,941 | $2,918-33.5% | $2,555-24.0% | $4,299-54.9% |
| Participant deferral / active EE | $2,168 | $5,230-58.6% | $4,581-52.7% | $6,507-66.7% |
| Admin fee / account holder | $1,172 | $9,693-87.9% | $8,261-85.8% | $12,624-90.7% |