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 6-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 | $8,824 | $100,852-91.3% | $90,404-90.2% | $158,922-94.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.78% | 1724.20%-1703.4pp | 1293.02%-1272.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,631 | $3,689-28.7% | $3,262-19.3% | $4,761-44.7% |
| Participant deferral / active EE | $4,668 | $4,348+7.4% | $3,963+17.8% | $5,982-22.0% |
| Admin fee / account holder | $439 | $6,501-93.2% | $5,611-92.2% | $11,246-96.1% |