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 4-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 | $11,850 | $210,648-94.4% | $177,989-93.3% | $145,922-91.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 62.76% | 385.86%-323.1pp | 294.48%-231.7pp | 561.29%-498.5pp |
| Employer contribution / active EE | $3,044 | $4,565-33.3% | $3,949-22.9% | $4,660-34.7% |
| Participant deferral / active EE | $4,236 | $6,958-39.1% | $6,276-32.5% | $6,688-36.7% |
| Admin fee / account holder | $1,248 | $12,013-89.6% | $10,363-88.0% | $13,397-90.7% |