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 | $3,001 | $115,708-97.4% | $65,255-95.4% | $139,434-97.8% |
| Participation rate | 83.3% | 67.8%+15.5pp | 65.0%+18.4pp | 80.3%+3.0pp |
| Annual return | 0.00% | 31.19%-31.2pp | 47.35%-47.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,435 | $2,599-44.8% | $1,691-15.2% | $4,751-69.8% |
| Participant deferral / active EE | $1,701 | $4,240-59.9% | $2,831-39.9% | $6,710-74.7% |
| Admin fee / account holder | $394 | $6,698-94.1% | $4,112-90.4% | $11,403-96.5% |