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 | $8,048 | $76,000-89.4% | $154,107-94.8% | $64,186-87.5% |
| Participation rate | 71.9% | 70.4%+1.5pp | 83.0%-11.2pp | 69.6%+2.3pp |
| Annual return | -6.22% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $425 | $3,351-87.3% | $5,298-92.0% | $2,381-82.2% |
| Participant deferral / active EE | $2,689 | $3,175-15.3% | $5,081-47.1% | $3,470-22.5% |
| Admin fee / account holder | $2,143 | $5,596-61.7% | $13,411-84.0% | $4,888-56.2% |