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 | $4,073 | $94,338-95.7% | $100,534-95.9% | $142,382-97.1% |
| Participation rate | 0.0% | 81.7%-81.7pp | 80.6%-80.6pp | 80.1%-80.1pp |
| Annual return | 16.02% | 29.20%-13.2pp | 32.66%-16.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $480 | $8,421-94.3% | $7,654-93.7% | $12,624-96.2% |