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 7-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 | $19,271 | $183,963-89.5% | $162,163-88.1% | $152,861-87.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 52.64% | 150.76%-98.1pp | 115.59%-63.0pp | 345.32%-292.7pp |
| Employer contribution / active EE | $7,500 | $6,371+17.7% | $5,614+33.6% | $4,762+57.5% |
| Participant deferral / active EE | $11,160 | $8,034+38.9% | $7,298+52.9% | $5,850+90.8% |
| Admin fee / account holder | $4,355 | $13,121-66.8% | $10,843-59.8% | $11,596-62.4% |