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 | $14,129 | $68,346-79.3% | $94,646-85.1% | $75,163-81.2% |
| Participation rate | 97.5% | 76.1%+21.4pp | 80.8%+16.7pp | 67.2%+30.3pp |
| Annual return | 70.25% | 616.93%-546.7pp | 156.71%-86.5pp | 160.62%-90.4pp |
| Employer contribution / active EE | $2,346 | $2,701-13.1% | $3,672-36.1% | $2,670-12.1% |
| Participant deferral / active EE | $4,356 | $6,537-33.4% | $7,418-41.3% | $4,125+5.6% |
| Admin fee / account holder | $467 | $5,326-91.2% | $7,231-93.5% | $5,651-91.7% |