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 | $7,995 | $105,998-92.5% | $92,233-91.3% | $147,584-94.6% |
| Participation rate | 72.2% | 80.4%-8.2pp | 76.5%-4.3pp | 82.8%-10.6pp |
| Annual return | 20.95% | 50.05%-29.1pp | 176.28%-155.3pp | 578.55%-557.6pp |
| Employer contribution / active EE | $884 | $4,333-79.6% | $3,679-76.0% | $4,876-81.9% |
| Participant deferral / active EE | $1,437 | $4,478-67.9% | $3,897-63.1% | $5,439-73.6% |
| Admin fee / account holder | $433 | $6,332-93.2% | $5,194-91.7% | $10,885-96.0% |