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 9-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 | $3,044 | $92,703-96.7% | $82,719-96.3% | $134,475-97.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.80% | 944.92%-964.7pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,171 | $3,274-64.2% | $3,009-61.1% | $4,740-75.3% |
| Participant deferral / active EE | $1,824 | $4,802-62.0% | $4,395-58.5% | $6,400-71.5% |
| Admin fee / account holder | $935 | $5,983-84.4% | $5,329-82.5% | $11,426-91.8% |