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 8-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 | $5,055 | $96,635-94.8% | $86,612-94.2% | $139,434-96.4% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 13.27% | 106.41%-93.1pp | 591.07%-577.8pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,052 | $3,263-67.8% | $3,022-65.2% | $4,751-77.9% |
| Participant deferral / active EE | $2,216 | $4,836-54.2% | $4,438-50.1% | $6,710-67.0% |
| Admin fee / account holder | $982 | $6,408-84.7% | $5,614-82.5% | $11,403-91.4% |