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 | $1,629 | $29,660-94.5% | $56,411-97.1% | $80,856-98.0% |
| Participation rate | 96.0% | 41.6%+54.4pp | 52.5%+43.5pp | 67.6%+28.4pp |
| Annual return | 11.01% | 35.23%-24.2pp | 1701.33%-1690.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,116 | $1,226-8.9% | $1,952-42.8% | $4,296-74.0% |
| Admin fee / account holder | $511 | $2,428-79.0% | $2,829-82.0% | $6,918-92.6% |