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 | $9,509 | $81,632-88.4% | $70,449-86.5% | $158,922-94.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.76% | 208.40%-203.6pp | 109.03%-104.3pp | 302.83%-298.1pp |
| Employer contribution / active EE | $800 | $3,217-75.1% | $2,737-70.8% | $4,761-83.2% |
| Participant deferral / active EE | $1,806 | $4,554-60.4% | $3,709-51.3% | $5,982-69.8% |
| Admin fee / account holder | $543 | $6,193-91.2% | $3,845-85.9% | $11,246-95.2% |