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 | $9,174 | $90,600-89.9% | $79,464-88.5% | $135,375-93.2% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -6.22% | 977.43%-983.7pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $500 | $3,068-83.7% | $2,800-82.1% | $4,779-89.5% |
| Participant deferral / active EE | $1,000 | $4,050-75.3% | $3,704-73.0% | $5,609-82.2% |
| Admin fee / account holder | $512 | $5,907-91.3% | $5,113-90.0% | $10,827-95.3% |