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 6-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 | $29,735 | $209,832-85.8% | $189,513-84.3% | $167,490-82.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 117.49% | 748.27%-630.8pp | 555.15%-437.7pp | 478.56%-361.1pp |
| Employer contribution / active EE | $3,596 | $6,914-48.0% | $6,162-41.6% | $4,837-25.7% |
| Participant deferral / active EE | $16,485 | $8,935+84.5% | $8,221+100.5% | $6,341+160.0% |
| Admin fee / account holder | $3,839 | $14,293-73.1% | $12,045-68.1% | $12,309-68.8% |