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 8-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 | $5,748 | $142,405-96.0% | $115,157-95.0% | $152,861-96.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 143.31% | 41.48%+101.8pp | 35.60%+107.7pp | 345.32%-202.0pp |
| Employer contribution / active EE | $2,927 | $4,010-27.0% | $3,179-7.9% | $4,762-38.5% |
| Participant deferral / active EE | $2,927 | $5,164-43.3% | $4,168-29.8% | $5,850-50.0% |
| Admin fee / account holder | $1,016 | $8,462-88.0% | $7,088-85.7% | $11,596-91.2% |