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 5-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 | $1,875 | $123,909-98.5% | $69,647-97.3% | $145,922-98.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 8.39% | 190.55%-182.2pp | 100.48%-92.1pp | 561.29%-552.9pp |
| Employer contribution / active EE | $495 | $2,682-81.6% | $1,712-71.1% | $4,660-89.4% |
| Participant deferral / active EE | $920 | $4,236-78.3% | $2,886-68.1% | $6,688-86.2% |
| Admin fee / account holder | $714 | $7,863-90.9% | $4,713-84.9% | $13,397-94.7% |