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 9-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 | $12,875 | $150,440-91.4% | $136,294-90.6% | $147,584-91.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 47.78% | 1049.08%-1001.3pp | 5155.94%-5108.2pp | 578.55%-530.8pp |
| Employer contribution / active EE | $1,321 | $5,256-74.9% | $4,695-71.9% | $4,876-72.9% |
| Participant deferral / active EE | $4,303 | $6,630-35.1% | $6,247-31.1% | $5,439-20.9% |
| Admin fee / account holder | $1,672 | $10,905-84.7% | $9,243-81.9% | $10,885-84.6% |