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 | $5,107 | $112,096-95.4% | $95,952-94.7% | $158,922-96.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 438.37% | 171.09%+267.3pp | 91.61%+346.8pp | 302.83%+135.5pp |
| Employer contribution / active EE | $1,701 | $3,198-46.8% | $2,541-33.1% | $4,761-64.3% |
| Participant deferral / active EE | $3,348 | $4,784-30.0% | $4,167-19.6% | $5,982-44.0% |
| Admin fee / account holder | $342 | $10,130-96.6% | $6,795-95.0% | $11,246-97.0% |