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 4-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 | $4,328 | $158,398-97.3% | $126,539-96.6% | $142,382-97.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.75% | 593.76%-575.0pp | 425.95%-407.2pp | 217.08%-198.3pp |
| Employer contribution / active EE | $522 | $4,650-88.8% | $3,674-85.8% | $4,299-87.9% |
| Participant deferral / active EE | $1,345 | $4,767-71.8% | $4,083-67.0% | $6,507-79.3% |
| Admin fee / account holder | $425 | $6,918-93.9% | $6,065-93.0% | $12,624-96.6% |