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 | $8,967 | $97,757-90.8% | $83,848-89.3% | $135,375-93.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,031 | $4,222-28.2% | $3,631-16.5% | $4,779-36.6% |
| Participant deferral / active EE | $8,228 | $4,682+75.7% | $4,082+101.6% | $5,609+46.7% |
| Admin fee / account holder | $1,416 | $6,674-78.8% | $5,478-74.2% | $10,827-86.9% |