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 | $3,532 | $150,440-97.7% | $136,294-97.4% | $147,584-97.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.44% | 1049.08%-1017.6pp | 5155.94%-5124.5pp | 578.55%-547.1pp |
| Employer contribution / active EE | $1,070 | $5,256-79.6% | $4,695-77.2% | $4,876-78.1% |
| Participant deferral / active EE | $5,913 | $6,630-10.8% | $6,247-5.3% | $5,439+8.7% |
| Admin fee / account holder | $6,546 | $10,905-40.0% | $9,243-29.2% | $10,885-39.9% |