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 8-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 | $5,750 | $106,890-94.6% | $84,015-93.2% | $152,861-96.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 30.53% | 104.99%-74.5pp | 71.31%-40.8pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,081 | $2,734-60.5% | $1,983-45.5% | $4,762-77.3% |
| Participant deferral / active EE | $2,247 | $4,011-44.0% | $3,239-30.6% | $5,850-61.6% |
| Admin fee / account holder | $1,123 | $8,285-86.4% | $6,101-81.6% | $11,596-90.3% |