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 | $9,084 | $48,046-81.1% | $84,611-89.3% | $72,985-87.6% |
| Participation rate | 78.2% | 57.6%+20.6pp | 68.2%+10.0pp | 69.5%+8.7pp |
| Annual return | 30.10% | 37.38%-7.3pp | 258.74%-228.6pp | 81.00%-50.9pp |
| Employer contribution / active EE | $1,359 | $1,602-15.2% | $2,652-48.8% | $2,440-44.3% |
| Participant deferral / active EE | $3,061 | $2,680+14.2% | $3,899-21.5% | $3,607-15.1% |
| Admin fee / account holder | $415 | $3,395-87.8% | $4,912-91.6% | $5,124-91.9% |