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 | $8,876 | $104,486-91.5% | $76,817-88.4% | $152,861-94.2% |
| Participation rate | 87.5% | 76.6%+10.9pp | 72.1%+15.4pp | 82.4%+5.1pp |
| Annual return | 24.35% | 1013.37%-989.0pp | 1166.11%-1141.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,143 | $3,116-63.3% | $2,302-50.3% | $4,762-76.0% |
| Participant deferral / active EE | $2,474 | $4,236-41.6% | $3,336-25.8% | $5,850-57.7% |
| Admin fee / account holder | $757 | $12,275-93.8% | $6,420-88.2% | $11,596-93.5% |