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 | $20,232 | $84,487-76.1% | $125,339-83.9% | $66,914-69.8% |
| Participation rate | 89.5% | 76.4%+13.1pp | 82.4%+7.2pp | 69.8%+19.7pp |
| Annual return | 151.29% | -8.39%+159.7pp | 572.05%-420.8pp | 1.58%+149.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,779 | $6,781+14.7% | $7,446+4.5% | $4,237+83.6% |
| Admin fee / account holder | $1,217 | $685+77.7% | $10,010-87.8% | $593+105.2% |