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 | $7,664 | $84,527-90.9% | $67,711-88.7% | $125,391-93.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 82.79% | 2.57%+80.2pp | 25.41%+57.4pp | 282.22%-199.4pp |
| Employer contribution / active EE | $1,023 | $3,292-68.9% | $2,559-60.0% | $4,866-79.0% |
| Participant deferral / active EE | $1,209 | $4,429-72.7% | $3,585-66.3% | $5,352-77.4% |
| Admin fee / account holder | $1,793 | $5,340-66.4% | $4,255-57.9% | $9,540-81.2% |