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 | $9,135 | $114,047-92.0% | $96,139-90.5% | $167,490-94.5% |
| Participation rate | 94.4% | 75.1%+19.4pp | 68.4%+26.0pp | 82.1%+12.3pp |
| Annual return | 17.57% | 189.88%-172.3pp | 191.94%-174.4pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,560 | $3,427-54.5% | $2,797-44.2% | $4,837-67.7% |
| Participant deferral / active EE | $2,679 | $5,194-48.4% | $4,349-38.4% | $6,341-57.8% |
| Admin fee / account holder | $476 | $6,897-93.1% | $5,537-91.4% | $12,309-96.1% |