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 | $1,913 | $102,966-98.1% | $90,281-97.9% | $152,861-98.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 28.95% | 95.16%-66.2pp | 78.10%-49.1pp | 345.32%-316.4pp |
| Employer contribution / active EE | $734 | $3,139-76.6% | $2,854-74.3% | $4,762-84.6% |
| Participant deferral / active EE | $1,151 | $4,281-73.1% | $3,885-70.4% | $5,850-80.3% |
| Admin fee / account holder | $332 | $6,171-94.6% | $5,351-93.8% | $11,596-97.1% |