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 | $14,409 | $63,346-77.3% | $92,233-84.4% | $70,131-79.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 49.10% | 530.12%-481.0pp | 176.28%-127.2pp | 73.14%-24.0pp |
| Employer contribution / active EE | $8,018 | $2,471+224.5% | $3,679+117.9% | $2,342+242.3% |
| Participant deferral / active EE | $3,502 | $2,854+22.7% | $3,897-10.1% | $3,332+5.1% |
| Admin fee / account holder | $625 | $3,840-83.7% | $5,194-88.0% | $4,645-86.5% |