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 | $6,127 | $183,963-96.7% | $162,163-96.2% | $152,861-96.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 37.25% | 150.76%-113.5pp | 115.59%-78.3pp | 345.32%-308.1pp |
| Employer contribution / active EE | $3,012 | $6,371-52.7% | $5,614-46.3% | $4,762-36.8% |
| Participant deferral / active EE | $6,430 | $8,034-20.0% | $7,298-11.9% | $5,850+9.9% |
| Admin fee / account holder | $1,197 | $13,121-90.9% | $10,843-89.0% | $11,596-89.7% |