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 5-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 | $2,258 | $88,751-97.5% | $81,812-97.2% | $145,922-98.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 21.07% | 1025.40%-1004.3pp | 773.79%-752.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,427 | $3,083-53.7% | $2,912-51.0% | $4,660-69.4% |
| Participant deferral / active EE | $2,007 | $4,643-56.8% | $4,319-53.5% | $6,688-70.0% |
| Admin fee / account holder | $1,682 | $8,415-80.0% | $7,386-77.2% | $13,397-87.4% |