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 | $21,787 | $157,256-86.1% | $141,162-84.6% | $152,861-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 47.14% | 64.32%-17.2pp | 71.39%-24.2pp | 345.32%-298.2pp |
| Employer contribution / active EE | $5,909 | $5,261+12.3% | $4,735+24.8% | $4,762+24.1% |
| Participant deferral / active EE | $14,046 | $7,109+97.6% | $6,709+109.4% | $5,850+140.1% |
| Admin fee / account holder | $2,547 | $12,120-79.0% | $10,261-75.2% | $11,596-78.0% |