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 | $7,446 | $154,117-95.2% | $129,995-94.3% | $139,434-94.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 69.73% | 32.48%+37.3pp | -137.18%+206.9pp | 372.94%-303.2pp |
| Employer contribution / active EE | $1,843 | $5,289-65.2% | $4,320-57.3% | $4,751-61.2% |
| Participant deferral / active EE | $5,225 | $6,710-22.1% | $5,820-10.2% | $6,710-22.1% |
| Admin fee / account holder | $500 | $14,007-96.4% | $10,614-95.3% | $11,403-95.6% |