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 10-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 | $8,360 | $85,202-90.2% | $172,739-95.2% | $72,985-88.5% |
| Participation rate | 80.5% | 70.1%+10.4pp | 82.6%-2.2pp | 69.5%+11.0pp |
| Annual return | 18.91% | 27.32%-8.4pp | 802.84%-783.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,139 | $3,324-65.7% | $5,143-77.9% | $2,440-53.3% |
| Participant deferral / active EE | $946 | $3,260-71.0% | $5,198-81.8% | $3,607-73.8% |
| Admin fee / account holder | $793 | $5,884-86.5% | $13,954-94.3% | $5,124-84.5% |