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 | $5,705 | $84,695-93.3% | $73,843-92.3% | $125,391-95.5% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | 4.13% | 3123.53%-3119.4pp | 2267.84%-2263.7pp | 282.22%-278.1pp |
| Employer contribution / active EE | $305 | $3,123-90.2% | $2,787-89.1% | $4,866-93.7% |
| Participant deferral / active EE | $2,033 | $3,992-49.1% | $3,583-43.3% | $5,352-62.0% |
| Admin fee / account holder | $34,283 | $5,691+502.4% | $4,880+602.5% | $9,540+259.3% |