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 | $5,183 | $102,604-94.9% | $86,188-94.0% | $139,434-96.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.92% | 1922.51%-1904.6pp | 1168.45%-1150.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,498 | $3,032+15.4% | $2,380+47.0% | $4,751-26.4% |
| Participant deferral / active EE | $6,940 | $4,676+48.4% | $3,985+74.1% | $6,710+3.4% |
| Admin fee / account holder | $1,517 | $8,657-82.5% | $6,852-77.9% | $11,403-86.7% |