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 | $4,046 | $34,308-88.2% | $74,701-94.6% | $72,985-94.5% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 51.49% | 26.58%+24.9pp | 752.92%-701.4pp | 81.00%-29.5pp |
| Employer contribution / active EE | $895 | $692+29.5% | $1,084-17.4% | $2,440-63.3% |
| Participant deferral / active EE | $814 | $1,271-36.0% | $1,964-58.5% | $3,607-77.4% |
| Admin fee / account holder | $422 | $2,124-80.2% | $3,333-87.4% | $5,124-91.8% |