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 | $9,655 | $138,065-93.0% | $123,544-92.2% | $135,375-92.9% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | 41.49% | 153.68%-112.2pp | 119.20%-77.7pp | 519.73%-478.2pp |
| Employer contribution / active EE | $1,510 | $5,151-70.7% | $4,628-67.4% | $4,779-68.4% |
| Participant deferral / active EE | $2,667 | $6,799-60.8% | $6,426-58.5% | $5,609-52.4% |
| Admin fee / account holder | $1,021 | $10,916-90.6% | $9,284-89.0% | $10,827-90.6% |