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 | $5,449 | $102,604-94.7% | $86,188-93.7% | $139,434-96.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 32.34% | 1922.51%-1890.2pp | 1168.45%-1136.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $2,612 | $3,032-13.9% | $2,380+9.8% | $4,751-45.0% |
| Participant deferral / active EE | $3,215 | $4,676-31.2% | $3,985-19.3% | $6,710-52.1% |
| Admin fee / account holder | $982 | $8,657-88.7% | $6,852-85.7% | $11,403-91.4% |