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 8-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 | $13,970 | $202,318-93.1% | $172,739-91.9% | $152,861-90.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 33.08% | 1029.65%-996.6pp | 802.84%-769.8pp | 345.32%-312.2pp |
| Employer contribution / active EE | $1,973 | $5,856-66.3% | $5,143-61.6% | $4,762-58.6% |
| Participant deferral / active EE | $5,972 | $5,948+0.4% | $5,198+14.9% | $5,850+2.1% |
| Admin fee / account holder | $338 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |