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 | $2,545 | $88,751-97.1% | $81,812-96.9% | $145,922-98.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.96% | 1025.40%-996.4pp | 773.79%-744.8pp | 561.29%-532.3pp |
| Employer contribution / active EE | $928 | $3,083-69.9% | $2,912-68.2% | $4,660-80.1% |
| Participant deferral / active EE | $1,020 | $4,643-78.0% | $4,319-76.4% | $6,688-84.7% |
| Admin fee / account holder | $2,555 | $8,415-69.6% | $7,386-65.4% | $13,397-80.9% |