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 | $8,315 | $63,346-86.9% | $92,233-91.0% | $70,131-88.1% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 20.73% | 530.12%-509.4pp | 176.28%-155.5pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,133 | $2,471-54.2% | $3,679-69.2% | $2,342-51.7% |
| Participant deferral / active EE | $4,175 | $2,854+46.3% | $3,897+7.2% | $3,332+25.3% |
| Admin fee / account holder | $400 | $3,840-89.6% | $5,194-92.3% | $4,645-91.4% |