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 7-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 | $18,696 | $202,318-90.8% | $172,739-89.2% | $152,861-87.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,811 | $5,856-17.8% | $5,143-6.4% | $4,762+1.0% |
| Participant deferral / active EE | $12,455 | $5,948+109.4% | $5,198+139.6% | $5,850+112.9% |
| Admin fee / account holder | $372 | $17,109-97.8% | $13,954-97.3% | $11,596-96.8% |