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 5-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 | $4,825 | $91,538-94.7% | $129,995-96.3% | $75,163-93.6% |
| Participation rate | 89.3% | 71.4%+17.8pp | 78.5%+10.8pp | 67.2%+22.1pp |
| Annual return | 57.45% | -631.11%+688.6pp | -137.18%+194.6pp | 160.62%-103.2pp |
| Employer contribution / active EE | $2,079 | $2,845-26.9% | $4,320-51.9% | $2,670-22.1% |
| Participant deferral / active EE | $2,244 | $4,341-48.3% | $5,820-61.4% | $4,125-45.6% |
| Admin fee / account holder | $661 | $6,790-90.3% | $10,614-93.8% | $5,651-88.3% |