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 | $7,193 | $217,402-96.7% | $185,823-96.1% | $167,490-95.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 70.64% | 148.36%-77.7pp | 122.05%-51.4pp | 478.56%-407.9pp |
| Employer contribution / active EE | $3,274 | $5,873-44.2% | $5,167-36.6% | $4,837-32.3% |
| Participant deferral / active EE | $7,433 | $6,356+16.9% | $5,568+33.5% | $6,341+17.2% |
| Admin fee / account holder | $361 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |