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 | $8,759 | $109,327-92.0% | $89,391-90.2% | $158,922-94.5% |
| Participation rate | 95.0% | 74.3%+20.7pp | 68.0%+27.0pp | 82.0%+13.0pp |
| Annual return | 25.89% | 345.68%-319.8pp | 245.62%-219.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $856 | $3,170-73.0% | $2,586-66.9% | $4,761-82.0% |
| Participant deferral / active EE | $2,382 | $4,598-48.2% | $3,890-38.8% | $5,982-60.2% |
| Admin fee / account holder | $661 | $6,153-89.3% | $4,881-86.5% | $11,246-94.1% |