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 | $9,028 | $71,050-87.3% | $93,606-90.4% | $80,856-88.8% |
| Participation rate | 87.5% | 60.4%+27.1pp | 68.7%+18.8pp | 67.6%+19.9pp |
| Annual return | 69.46% | 11.26%+58.2pp | 133.20%-63.7pp | 35.59%+33.9pp |
| Employer contribution / active EE | $1,423 | $1,564-9.0% | $2,420-41.2% | $2,755-48.3% |
| Participant deferral / active EE | $1,648 | $4,034-59.1% | $4,411-62.6% | $4,296-61.6% |
| Admin fee / account holder | $403 | $6,945-94.2% | $8,285-95.1% | $6,918-94.2% |