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 | $4,802 | $109,817-95.6% | $98,442-95.1% | $167,490-97.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.05% | 1956.69%-1925.6pp | 1492.73%-1461.7pp | 478.56%-447.5pp |
| Employer contribution / active EE | $3,398 | $3,224+5.4% | $2,960+14.8% | $4,837-29.8% |
| Participant deferral / active EE | $3,755 | $4,673-19.7% | $4,276-12.2% | $6,341-40.8% |
| Admin fee / account holder | $692 | $6,753-89.7% | $5,949-88.4% | $12,309-94.4% |