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 8-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 | $23,113 | $202,318-88.6% | $172,739-86.6% | $152,861-84.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 34.81% | 1029.65%-994.8pp | 802.84%-768.0pp | 345.32%-310.5pp |
| Employer contribution / active EE | $7,768 | $5,856+32.7% | $5,143+51.0% | $4,762+63.1% |
| Participant deferral / active EE | $3,755 | $5,948-36.9% | $5,198-27.8% | $5,850-35.8% |
| Admin fee / account holder | $501 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |