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 | $7,700 | $112,881-93.2% | $90,951-91.5% | $158,922-95.2% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 8.45% | 215.79%-207.3pp | 134.60%-126.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $407 | $2,893-85.9% | $2,122-80.8% | $4,761-91.5% |
| Participant deferral / active EE | $2,358 | $4,128-42.9% | $3,373-30.1% | $5,982-60.6% |
| Admin fee / account holder | $14,013 | $8,041+74.3% | $5,959+135.2% | $11,246+24.6% |