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 | $20,995 | $118,680-82.3% | $98,907-78.8% | $158,922-86.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.34% | 372.35%-365.0pp | 196.43%-189.1pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,669 | $3,333-49.9% | $2,689-37.9% | $4,761-65.0% |
| Participant deferral / active EE | $2,660 | $5,088-47.7% | $4,244-37.3% | $5,982-55.5% |
| Admin fee / account holder | $10,036 | $10,131-0.9% | $6,642+51.1% | $11,246-10.8% |