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 | $5,307 | $96,635-94.5% | $86,612-93.9% | $139,434-96.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 29.83% | 106.41%-76.6pp | 591.07%-561.2pp | 372.94%-343.1pp |
| Employer contribution / active EE | $971 | $3,263-70.3% | $3,022-67.9% | $4,751-79.6% |
| Participant deferral / active EE | $2,120 | $4,836-56.2% | $4,438-52.2% | $6,710-68.4% |
| Admin fee / account holder | $601 | $6,408-90.6% | $5,614-89.3% | $11,403-94.7% |