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 | $8,741 | $108,642-92.0% | $74,701-88.3% | $152,861-94.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 3.32% | 114.06%-110.7pp | 752.92%-749.6pp | 345.32%-342.0pp |
| Employer contribution / active EE | $2,287 | $1,503+52.2% | $1,084+111.1% | $4,762-52.0% |
| Participant deferral / active EE | $3,135 | $2,712+15.6% | $1,964+59.6% | $5,850-46.4% |
| Admin fee / account holder | $2,678 | $4,902-45.4% | $3,333-19.6% | $11,596-76.9% |