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 | $4,382 | $108,919-96.0% | $100,391-95.6% | $145,922-97.0% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.41% | 57.88%-41.5pp | 49.20%-32.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,493 | $4,419-66.2% | $3,942-62.1% | $4,660-68.0% |
| Participant deferral / active EE | $2,481 | $8,445-70.6% | $8,082-69.3% | $6,688-62.9% |
| Admin fee / account holder | $1,002 | $9,689-89.7% | $7,899-87.3% | $13,397-92.5% |