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 | $14,903 | $124,281-88.0% | $109,143-86.3% | $167,490-91.1% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 286.59% | 26.04%+260.6pp | 25.75%+260.8pp | 478.56%-192.0pp |
| Employer contribution / active EE | $1,655 | $4,207-60.7% | $3,722-55.5% | $4,837-65.8% |
| Participant deferral / active EE | $7,537 | $5,255+43.4% | $4,653+62.0% | $6,341+18.9% |
| Admin fee / account holder | $687 | $7,970-91.4% | $6,752-89.8% | $12,309-94.4% |