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 3-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 | $3,480 | $100,773-96.5% | $88,946-96.1% | $142,382-97.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 0.00% | 70.18%-70.2pp | 57.82%-57.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,019 | $2,918-30.8% | $2,555-21.0% | $4,299-53.0% |
| Participant deferral / active EE | $2,592 | $5,230-50.4% | $4,581-43.4% | $6,507-60.2% |
| Admin fee / account holder | $376 | $9,693-96.1% | $8,261-95.5% | $12,624-97.0% |