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 | $8,879 | $121,625-92.7% | $104,607-91.5% | $158,922-94.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 27.05% | 465.26%-438.2pp | 340.46%-313.4pp | 302.83%-275.8pp |
| Employer contribution / active EE | $1,932 | $3,163-38.9% | $2,681-27.9% | $4,761-59.4% |
| Participant deferral / active EE | $1,943 | $4,177-53.5% | $3,740-48.0% | $5,982-67.5% |
| Admin fee / account holder | $521 | $7,787-93.3% | $6,473-92.0% | $11,246-95.4% |