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 10-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 | $17,418 | $150,440-88.4% | $136,294-87.2% | $147,584-88.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 40.12% | 1049.08%-1009.0pp | 5155.94%-5115.8pp | 578.55%-538.4pp |
| Employer contribution / active EE | $1,854 | $5,256-64.7% | $4,695-60.5% | $4,876-62.0% |
| Participant deferral / active EE | $5,238 | $6,630-21.0% | $6,247-16.2% | $5,439-3.7% |
| Admin fee / account holder | $507 | $10,905-95.3% | $9,243-94.5% | $10,885-95.3% |