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 | $3,408 | $96,635-96.5% | $86,612-96.1% | $139,434-97.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 55.56% | 106.41%-50.9pp | 591.07%-535.5pp | 372.94%-317.4pp |
| Employer contribution / active EE | $1,484 | $3,263-54.5% | $3,022-50.9% | $4,751-68.8% |
| Participant deferral / active EE | $1,855 | $4,836-61.6% | $4,438-58.2% | $6,710-72.4% |
| Admin fee / account holder | $760 | $6,408-88.1% | $5,614-86.5% | $11,403-93.3% |