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 9-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 | $10,777 | $107,934-90.0% | $91,989-88.3% | $152,861-92.9% |
| Participation rate | 95.0% | 81.2%+13.8pp | 78.6%+16.4pp | 82.4%+12.6pp |
| Annual return | 30.62% | 89.24%-58.6pp | 69.02%-38.4pp | 345.32%-314.7pp |
| Employer contribution / active EE | $464 | $4,210-89.0% | $3,452-86.6% | $4,762-90.3% |
| Participant deferral / active EE | $2,717 | $6,364-57.3% | $5,923-54.1% | $5,850-53.6% |
| Admin fee / account holder | $374 | $10,520-96.4% | $7,743-95.2% | $11,596-96.8% |