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 3-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 | $3,745 | $49,922-92.5% | $80,569-95.4% | $75,163-95.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,377 | $1,698-18.9% | $2,723-49.4% | $2,670-48.4% |
| Participant deferral / active EE | $3,186 | $2,990+6.5% | $4,447-28.4% | $4,125-22.8% |
| Admin fee / account holder | $313 | $3,577-91.3% | $5,377-94.2% | $5,651-94.5% |