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 | $6,847 | $73,515-90.7% | $62,995-89.1% | $147,584-95.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 37.27% | 175.43%-138.2pp | 87.57%-50.3pp | 578.55%-541.3pp |
| Employer contribution / active EE | $1,685 | $3,320-49.3% | $2,759-38.9% | $4,876-65.5% |
| Participant deferral / active EE | $2,267 | $4,185-45.8% | $3,329-31.9% | $5,439-58.3% |
| Admin fee / account holder | $340 | $5,953-94.3% | $3,600-90.5% | $10,885-96.9% |