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 | $5 | $150,187-100.0% | $120,354-100.0% | $145,922-100.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3610.00% | 154.07%+3455.9pp | 107.15%+3502.9pp | 561.29%+3048.7pp |
| Employer contribution / active EE | $16,000 | $4,348+268.0% | $3,463+362.1% | $4,660+243.4% |
| Participant deferral / active EE | $24,000 | $6,173+288.8% | $4,991+380.9% | $6,688+258.9% |
| Admin fee / account holder | $41,108 | $12,207+236.8% | $9,423+336.3% | $13,397+206.8% |