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 9-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 | $7,733 | $92,222-91.6% | $76,768-89.9% | $135,375-94.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 68.36% | 5.46%+62.9pp | 2.43%+65.9pp | 519.73%-451.4pp |
| Employer contribution / active EE | $1,316 | $3,216-59.1% | $2,485-47.0% | $4,779-72.5% |
| Participant deferral / active EE | $2,058 | $4,509-54.3% | $3,852-46.6% | $5,609-63.3% |
| Admin fee / account holder | $1,518 | $10,748-85.9% | $6,675-77.3% | $10,827-86.0% |