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 | $8,992 | $100,852-91.1% | $90,404-90.1% | $158,922-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.25% | 1724.20%-1698.0pp | 1293.02%-1266.8pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,821 | $3,689-50.6% | $3,262-44.2% | $4,761-61.7% |
| Participant deferral / active EE | $1,821 | $4,348-58.1% | $3,963-54.0% | $5,982-69.6% |
| Admin fee / account holder | $562 | $6,501-91.4% | $5,611-90.0% | $11,246-95.0% |