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 9-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 | $8,024 | $81,208-90.1% | $98,907-91.9% | $79,858-90.0% |
| Participation rate | 76.0% | 72.5%+3.5pp | 76.0%0pp | 69.6%+6.4pp |
| Annual return | 18.05% | 60.99%-42.9pp | 196.43%-178.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $576 | $1,960-70.6% | $2,689-78.6% | $2,471-76.7% |
| Participant deferral / active EE | $1,537 | $3,265-52.9% | $4,244-63.8% | $3,740-58.9% |
| Admin fee / account holder | $866 | $6,013-85.6% | $6,642-87.0% | $5,306-83.7% |