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 5-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 | $1,180 | $102,604-98.8% | $86,188-98.6% | $139,434-99.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.12% | 1922.51%-1906.4pp | 1168.45%-1152.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,083 | $3,032-64.3% | $2,380-54.5% | $4,751-77.2% |
| Participant deferral / active EE | $1,481 | $4,676-68.3% | $3,985-62.8% | $6,710-77.9% |
| Admin fee / account holder | $1,308 | $8,657-84.9% | $6,852-80.9% | $11,403-88.5% |