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 | $6,728 | $156,846-95.7% | $121,098-94.4% | $139,434-95.2% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 109.22% | 1474.56%-1365.3pp | 985.75%-876.5pp | 372.94%-263.7pp |
| Employer contribution / active EE | $640 | $5,536-88.4% | $4,164-84.6% | $4,751-86.5% |
| Participant deferral / active EE | $1,314 | $4,844-72.9% | $4,080-67.8% | $6,710-80.4% |
| Admin fee / account holder | $1,406 | $6,946-79.8% | $5,644-75.1% | $11,403-87.7% |