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 6-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 | $5,185 | $114,047-95.5% | $96,139-94.6% | $167,490-96.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.28% | 189.88%-171.6pp | 191.94%-173.7pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,086 | $3,427-68.3% | $2,797-61.2% | $4,837-77.6% |
| Participant deferral / active EE | $1,806 | $5,194-65.2% | $4,349-58.5% | $6,341-71.5% |
| Admin fee / account holder | $1,014 | $6,897-85.3% | $5,537-81.7% | $12,309-91.8% |