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 7-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 | $8,117 | $152,509-94.7% | $117,472-93.1% | $134,475-94.0% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | -18.35% | 52.99%-71.3pp | 29.74%-48.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,604 | $5,571-35.3% | $4,176-13.7% | $4,740-24.0% |
| Participant deferral / active EE | $1,092 | $4,818-77.3% | $4,070-73.2% | $6,400-82.9% |
| Admin fee / account holder | $2,603 | $7,004-62.8% | $5,645-53.9% | $11,426-77.2% |