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 | $4,669 | $109,982-95.8% | $97,226-95.2% | $145,922-96.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.29% | 242.90%-230.6pp | 75.13%-62.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,880 | $3,084-39.0% | $2,729-31.1% | $4,660-59.7% |
| Participant deferral / active EE | $1,889 | $4,676-59.6% | $4,264-55.7% | $6,688-71.8% |
| Admin fee / account holder | $5,627 | $6,221-9.5% | $5,654-0.5% | $13,397-58.0% |