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 | $7,516 | $81,632-90.8% | $70,449-89.3% | $158,922-95.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.59% | 208.40%-197.8pp | 109.03%-98.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $431 | $3,217-86.6% | $2,737-84.3% | $4,761-91.0% |
| Participant deferral / active EE | $1,460 | $4,554-67.9% | $3,709-60.6% | $5,982-75.6% |
| Admin fee / account holder | $2,756 | $6,193-55.5% | $3,845-28.3% | $11,246-75.5% |