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 6-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 | $3,294 | $88,751-96.3% | $81,812-96.0% | $145,922-97.7% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.3%+1.0pp | 80.3%-6.9pp |
| Annual return | 10.44% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $721 | $3,083-76.6% | $2,912-75.3% | $4,660-84.5% |
| Participant deferral / active EE | $738 | $4,643-84.1% | $4,319-82.9% | $6,688-89.0% |
| Admin fee / account holder | $343 | $8,415-95.9% | $7,386-95.4% | $13,397-97.4% |