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 | $12,563 | $150,440-91.6% | $136,294-90.8% | $147,584-91.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 27.21% | 1049.08%-1021.9pp | 5155.94%-5128.7pp | 578.55%-551.3pp |
| Employer contribution / active EE | $1,076 | $5,256-79.5% | $4,695-77.1% | $4,876-77.9% |
| Participant deferral / active EE | $5,165 | $6,630-22.1% | $6,247-17.3% | $5,439-5.0% |
| Admin fee / account holder | $370 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |