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 | $8,274 | $81,625-89.9% | $167,512-95.1% | $74,304-88.9% |
| Participation rate | 89.2% | 60.0%+29.2pp | 77.1%+12.1pp | 60.3%+28.8pp |
| Annual return | 23.45% | 26.09%-2.6pp | 1615.79%-1592.3pp | 29.43%-6.0pp |
| Employer contribution / active EE | $490 | $2,010-75.6% | $3,882-87.4% | $2,241-78.1% |
| Participant deferral / active EE | $2,437 | $4,115-40.8% | $6,405-62.0% | $3,767-35.3% |
| Admin fee / account holder | $1,474 | $3,474-57.6% | $9,769-84.9% | $2,969-50.3% |