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 7-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 | $8,239 | $57,281-85.6% | $86,612-90.5% | $75,163-89.0% |
| Participation rate | 82.1% | 63.2%+18.9pp | 71.7%+10.4pp | 67.2%+15.0pp |
| Annual return | 20.47% | 2670.75%-2650.3pp | 591.07%-570.6pp | 160.62%-140.2pp |
| Employer contribution / active EE | $893 | $2,314-61.4% | $3,022-70.5% | $2,670-66.6% |
| Participant deferral / active EE | $1,487 | $3,318-55.2% | $4,438-66.5% | $4,125-64.0% |
| Admin fee / account holder | $415 | $4,112-89.9% | $5,614-92.6% | $5,651-92.7% |