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 | $2,488 | $84,695-97.1% | $73,843-96.6% | $125,391-98.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.50% | 3123.53%-3126.0pp | 2267.84%-2270.3pp | 282.22%-284.7pp |
| Employer contribution / active EE | $689 | $3,123-77.9% | $2,787-75.3% | $4,866-85.8% |
| Participant deferral / active EE | $675 | $3,992-83.1% | $3,583-81.2% | $5,352-87.4% |
| Admin fee / account holder | $654 | $5,691-88.5% | $4,880-86.6% | $9,540-93.1% |