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 | $2,495 | $100,773-97.5% | $88,946-97.2% | $142,382-98.2% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 16.03% | 70.18%-54.1pp | 57.82%-41.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,129 | $2,918-61.3% | $2,555-55.8% | $4,299-73.7% |
| Participant deferral / active EE | $1,588 | $5,230-69.6% | $4,581-65.3% | $6,507-75.6% |
| Admin fee / account holder | $1,748 | $9,693-82.0% | $8,261-78.8% | $12,624-86.2% |