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 | $9,138 | $91,190-90.0% | $178,490-94.9% | $79,858-88.6% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 60.30% | 24.19%+36.1pp | 151.07%-90.8pp | 31.71%+28.6pp |
| Employer contribution / active EE | $1,915 | $3,256-41.2% | $5,011-61.8% | $2,471-22.5% |
| Participant deferral / active EE | $2,872 | $3,236-11.3% | $5,202-44.8% | $3,740-23.2% |
| Admin fee / account holder | $1,054 | $6,751-84.4% | $13,984-92.5% | $5,306-80.1% |