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 7-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 | $4,928 | $226,064-97.8% | $182,532-97.3% | $152,861-96.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,476 | $4,978-70.4% | $4,076-63.8% | $4,762-69.0% |
| Participant deferral / active EE | $3,575 | $6,368-43.9% | $5,524-35.3% | $5,850-38.9% |
| Admin fee / account holder | $547 | $10,703-94.9% | $8,592-93.6% | $11,596-95.3% |