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 | $2,180 | $102,604-97.9% | $86,188-97.5% | $139,434-98.4% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.0%+12.0pp | 80.3%+0.6pp |
| Annual return | 19.91% | 1922.51%-1902.6pp | 1168.45%-1148.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,204 | $3,032-60.3% | $2,380-49.4% | $4,751-74.7% |
| Participant deferral / active EE | $1,339 | $4,676-71.4% | $3,985-66.4% | $6,710-80.0% |
| Admin fee / account holder | $974 | $8,657-88.7% | $6,852-85.8% | $11,403-91.5% |