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 9-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 | $23,824 | $183,963-87.0% | $162,163-85.3% | $152,861-84.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.44% | 150.76%-118.3pp | 115.59%-83.2pp | 345.32%-312.9pp |
| Employer contribution / active EE | $1,612 | $6,371-74.7% | $5,614-71.3% | $4,762-66.2% |
| Participant deferral / active EE | $11,902 | $8,034+48.1% | $7,298+63.1% | $5,850+103.4% |
| Admin fee / account holder | $1,961 | $13,121-85.1% | $10,843-81.9% | $11,596-83.1% |