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 10-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 | $22,332 | $150,440-85.2% | $136,294-83.6% | $147,584-84.9% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 49.15% | 1049.08%-999.9pp | 5155.94%-5106.8pp | 578.55%-529.4pp |
| Employer contribution / active EE | $2,457 | $5,256-53.3% | $4,695-47.7% | $4,876-49.6% |
| Participant deferral / active EE | $6,761 | $6,630+2.0% | $6,247+8.2% | $5,439+24.3% |
| Admin fee / account holder | $571 | $10,905-94.8% | $9,243-93.8% | $10,885-94.8% |