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 10-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 | $4,950 | $84,695-94.2% | $73,843-93.3% | $125,391-96.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.80% | 3123.53%-3124.3pp | 2267.84%-2268.6pp | 282.22%-283.0pp |
| Employer contribution / active EE | $5,149 | $3,123+64.9% | $2,787+84.7% | $4,866+5.8% |
| Participant deferral / active EE | $3,538 | $3,992-11.4% | $3,583-1.3% | $5,352-33.9% |
| Admin fee / account holder | $2,465 | $5,691-56.7% | $4,880-49.5% | $9,540-74.2% |