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 | $20,827 | $202,318-89.7% | $172,739-87.9% | $152,861-86.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.95% | 1029.65%-999.7pp | 802.84%-772.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $2,231 | $5,856-61.9% | $5,143-56.6% | $4,762-53.2% |
| Participant deferral / active EE | $7,656 | $5,948+28.7% | $5,198+47.3% | $5,850+30.9% |
| Admin fee / account holder | $692 | $17,109-96.0% | $13,954-95.0% | $11,596-94.0% |