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 | $8,074 | $107,334-92.5% | $92,893-91.3% | $152,861-94.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 32.70% | 145.58%-112.9pp | 109.41%-76.7pp | 345.32%-312.6pp |
| Employer contribution / active EE | $2,026 | $4,221-52.0% | $3,653-44.5% | $4,762-57.5% |
| Participant deferral / active EE | $2,246 | $4,845-53.6% | $4,236-47.0% | $5,850-61.6% |
| Admin fee / account holder | $529 | $7,079-92.5% | $5,794-90.9% | $11,596-95.4% |