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 | $8,657 | $104,486-91.7% | $76,817-88.7% | $152,861-94.3% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.3pp | 82.4%+0.9pp |
| Annual return | 226.98% | 1013.37%-786.4pp | 1166.11%-939.1pp | 345.32%-118.3pp |
| Employer contribution / active EE | $2,939 | $3,116-5.7% | $2,302+27.7% | $4,762-38.3% |
| Participant deferral / active EE | $4,515 | $4,236+6.6% | $3,336+35.4% | $5,850-22.8% |
| Admin fee / account holder | $329 | $12,275-97.3% | $6,420-94.9% | $11,596-97.2% |