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 | $858 | $169,032-99.5% | $129,207-99.3% | $145,922-99.4% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 11.39% | 14330.11%-14318.7pp | 9417.33%-9405.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $439 | $4,987-91.2% | $4,168-89.5% | $6,688-93.4% |
| Admin fee / account holder | $710 | $9,954-92.9% | $7,715-90.8% | $13,397-94.7% |