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 | $6,927 | $100,852-93.1% | $90,404-92.3% | $158,922-95.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 8.51% | 1724.20%-1715.7pp | 1293.02%-1284.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $754 | $3,689-79.6% | $3,262-76.9% | $4,761-84.2% |
| Participant deferral / active EE | $1,069 | $4,348-75.4% | $3,963-73.0% | $5,982-82.1% |
| Admin fee / account holder | $3,831 | $6,501-41.1% | $5,611-31.7% | $11,246-65.9% |