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 | $7,754 | $138,065-94.4% | $123,544-93.7% | $135,375-94.3% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,957 | $5,151-62.0% | $4,628-57.7% | $4,779-59.0% |
| Participant deferral / active EE | $5,662 | $6,799-16.7% | $6,426-11.9% | $5,609+1.0% |
| Admin fee / account holder | $345 | $10,916-96.8% | $9,284-96.3% | $10,827-96.8% |