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 | $7,845 | $102,604-92.4% | $86,188-90.9% | $139,434-94.4% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.0%+9.6pp | 80.3%-1.7pp |
| Annual return | 34.26% | 1922.51%-1888.2pp | 1168.45%-1134.2pp | 372.94%-338.7pp |
| Employer contribution / active EE | $1,383 | $3,032-54.4% | $2,380-41.9% | $4,751-70.9% |
| Participant deferral / active EE | $2,972 | $4,676-36.4% | $3,985-25.4% | $6,710-55.7% |
| Admin fee / account holder | $530 | $8,657-93.9% | $6,852-92.3% | $11,403-95.4% |