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 | $5,904 | $176,662-96.7% | $130,648-95.5% | $152,861-96.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,187 | $5,742-79.3% | $4,092-71.0% | $4,762-75.1% |
| Participant deferral / active EE | $3,285 | $4,361-24.7% | $3,603-8.8% | $5,850-43.8% |
| Admin fee / account holder | $399 | $7,133-94.4% | $5,464-92.7% | $11,596-96.6% |