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 10-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 | $30 | $140,940-100.0% | $112,229-100.0% | $139,434-100.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 50250.00% | 32.71%+50217.3pp | 30.20%+50219.8pp | 372.94%+49877.1pp |
| Employer contribution / active EE | $16,000 | $4,283+273.6% | $3,430+366.4% | $4,751+236.8% |
| Participant deferral / active EE | $24,000 | $5,874+308.6% | $4,798+400.2% | $6,710+257.7% |
| Admin fee / account holder | $40,977 | $9,954+311.7% | $7,748+428.8% | $11,403+259.4% |