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 | $3,991 | $85,202-95.3% | $172,739-97.7% | $72,985-94.5% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.8pp | 69.5%+23.0pp |
| Annual return | 46.94% | 27.32%+19.6pp | 802.84%-755.9pp | 81.00%-34.1pp |
| Employer contribution / active EE | $460 | $3,324-86.2% | $5,143-91.1% | $2,440-81.2% |
| Participant deferral / active EE | $1,297 | $3,260-60.2% | $5,198-75.1% | $3,607-64.1% |
| Admin fee / account holder | $508 | $5,884-91.4% | $13,954-96.4% | $5,124-90.1% |