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 | $15,422 | $202,318-92.4% | $172,739-91.1% | $152,861-89.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 37.47% | 1029.65%-992.2pp | 802.84%-765.4pp | 345.32%-307.8pp |
| Employer contribution / active EE | $4,489 | $5,856-23.3% | $5,143-12.7% | $4,762-5.7% |
| Participant deferral / active EE | $6,685 | $5,948+12.4% | $5,198+28.6% | $5,850+14.3% |
| Admin fee / account holder | $593 | $17,109-96.5% | $13,954-95.7% | $11,596-94.9% |