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 | $7,888 | $104,907-92.5% | $84,611-90.7% | $152,861-94.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.82% | 373.79%-347.0pp | 258.74%-231.9pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,438 | $3,302-56.4% | $2,652-45.8% | $4,762-69.8% |
| Participant deferral / active EE | $2,462 | $4,688-47.5% | $3,899-36.9% | $5,850-57.9% |
| Admin fee / account holder | $418 | $6,241-93.3% | $4,912-91.5% | $11,596-96.4% |