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 8-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 | $11,855 | $65,409-81.9% | $98,442-88.0% | $85,850-86.2% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 16.87% | 21.76%-4.9pp | 1492.73%-1475.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $730 | $2,168-66.3% | $2,960-75.3% | $2,565-71.5% |
| Participant deferral / active EE | $2,497 | $3,166-21.1% | $4,276-41.6% | $3,952-36.8% |
| Admin fee / account holder | $444 | $4,593-90.3% | $5,949-92.5% | $6,260-92.9% |