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 9-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 | $4,190 | $150,440-97.2% | $136,294-96.9% | $147,584-97.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 52.99% | 1049.08%-996.1pp | 5155.94%-5102.9pp | 578.55%-525.6pp |
| Employer contribution / active EE | $1,674 | $5,256-68.1% | $4,695-64.3% | $4,876-65.7% |
| Participant deferral / active EE | $2,906 | $6,630-56.2% | $6,247-53.5% | $5,439-46.6% |
| Admin fee / account holder | $569 | $10,905-94.8% | $9,243-93.8% | $10,885-94.8% |