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 | $7,843 | $102,966-92.4% | $90,281-91.3% | $152,861-94.9% |
| Participation rate | 95.5% | 75.9%+19.6pp | 73.3%+22.2pp | 82.4%+13.0pp |
| Annual return | 27.75% | 95.16%-67.4pp | 78.10%-50.3pp | 345.32%-317.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,537 | $4,281-17.4% | $3,885-9.0% | $5,850-39.5% |
| Admin fee / account holder | $359 | $6,171-94.2% | $5,351-93.3% | $11,596-96.9% |