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 | $8,927 | $109,327-91.8% | $89,391-90.0% | $158,922-94.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 46.69% | 345.68%-299.0pp | 245.62%-198.9pp | 302.83%-256.1pp |
| Employer contribution / active EE | $427 | $3,170-86.5% | $2,586-83.5% | $4,761-91.0% |
| Participant deferral / active EE | $1,247 | $4,598-72.9% | $3,890-68.0% | $5,982-79.2% |
| Admin fee / account holder | $331 | $6,153-94.6% | $4,881-93.2% | $11,246-97.1% |