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 | $23,069 | $198,466-88.4% | $170,442-86.5% | $147,584-84.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16976.74% | 257.29%+16719.4pp | 205.93%+16770.8pp | 578.55%+16398.2pp |
| Employer contribution / active EE | $6,205 | $6,184+0.4% | $5,433+14.2% | $4,876+27.3% |
| Participant deferral / active EE | $5,208 | $5,629-7.5% | $4,939+5.4% | $5,439-4.2% |
| Admin fee / account holder | $352 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |