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 | $6,796 | $102,966-93.4% | $90,281-92.5% | $152,861-95.6% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 26.38% | 95.16%-68.8pp | 78.10%-51.7pp | 345.32%-318.9pp |
| Employer contribution / active EE | $545 | $3,139-82.6% | $2,854-80.9% | $4,762-88.5% |
| Participant deferral / active EE | $887 | $4,281-79.3% | $3,885-77.2% | $5,850-84.8% |
| Admin fee / account holder | $2,407 | $6,171-61.0% | $5,351-55.0% | $11,596-79.2% |