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 | $8,036 | $150,187-94.6% | $120,354-93.3% | $145,922-94.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.46% | 154.07%-139.6pp | 107.15%-92.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $899 | $4,348-79.3% | $3,463-74.0% | $4,660-80.7% |
| Participant deferral / active EE | $2,616 | $6,173-57.6% | $4,991-47.6% | $6,688-60.9% |
| Admin fee / account holder | $383 | $12,207-96.9% | $9,423-95.9% | $13,397-97.1% |