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 | $34,287 | $137,414-75.0% | $189,513-81.9% | $85,850-60.1% |
| Participation rate | 97.4% | 84.6%+12.8pp | 87.8%+9.6pp | 69.3%+28.1pp |
| Annual return | 47.54% | 38.14%+9.4pp | 555.15%-507.6pp | 318.53%-271.0pp |
| Employer contribution / active EE | $2,557 | $4,344-41.1% | $6,162-58.5% | $2,565-0.3% |
| Participant deferral / active EE | $11,134 | $6,260+77.9% | $8,221+35.4% | $3,952+181.8% |
| Admin fee / account holder | $5,065 | $8,630-41.3% | $12,045-58.0% | $6,260-19.1% |