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 7-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 | $2,304 | $108,642-97.9% | $74,701-96.9% | $152,861-98.5% |
| Participation rate | 87.5% | 65.3%+22.2pp | 54.5%+33.0pp | 82.4%+5.1pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,109 | $1,503-26.2% | $1,084+2.4% | $4,762-76.7% |
| Participant deferral / active EE | $2,683 | $2,712-1.1% | $1,964+36.6% | $5,850-54.1% |
| Admin fee / account holder | $343 | $4,902-93.0% | $3,333-89.7% | $11,596-97.0% |