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 | $7,893 | $150,440-94.8% | $136,294-94.2% | $147,584-94.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 34.30% | 1049.08%-1014.8pp | 5155.94%-5121.6pp | 578.55%-544.2pp |
| Employer contribution / active EE | $1,297 | $5,256-75.3% | $4,695-72.4% | $4,876-73.4% |
| Participant deferral / active EE | $3,970 | $6,630-40.1% | $6,247-36.4% | $5,439-27.0% |
| Admin fee / account holder | $368 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |