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 | $7,582 | $115,770-93.5% | $101,248-92.5% | $158,922-95.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.75% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,024 | $4,175-75.5% | $3,660-72.0% | $4,761-78.5% |
| Participant deferral / active EE | $1,871 | $4,957-62.2% | $4,370-57.2% | $5,982-68.7% |
| Admin fee / account holder | $1,249 | $7,245-82.8% | $5,945-79.0% | $11,246-88.9% |