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 7-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 | $7,427 | $102,604-92.8% | $86,188-91.4% | $139,434-94.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.42% | 1922.51%-1903.1pp | 1168.45%-1149.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,472 | $3,032-51.5% | $2,380-38.2% | $4,751-69.0% |
| Participant deferral / active EE | $1,845 | $4,676-60.5% | $3,985-53.7% | $6,710-72.5% |
| Admin fee / account holder | $693 | $8,657-92.0% | $6,852-89.9% | $11,403-93.9% |