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 3-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 | $10,990 | $68,346-83.9% | $94,646-88.4% | $75,163-85.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 95.49% | 616.93%-521.4pp | 156.71%-61.2pp | 160.62%-65.1pp |
| Employer contribution / active EE | $2,777 | $2,701+2.8% | $3,672-24.4% | $2,670+4.0% |
| Participant deferral / active EE | $4,665 | $6,537-28.6% | $7,418-37.1% | $4,125+13.1% |
| Admin fee / account holder | $414 | $5,326-92.2% | $7,231-94.3% | $5,651-92.7% |