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 | $16,221 | $105,998-84.7% | $92,233-82.4% | $147,584-89.0% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 552.80% | 50.05%+502.8pp | 176.28%+376.5pp | 578.55%-25.7pp |
| Employer contribution / active EE | $1,897 | $4,333-56.2% | $3,679-48.4% | $4,876-61.1% |
| Participant deferral / active EE | $2,393 | $4,478-46.6% | $3,897-38.6% | $5,439-56.0% |
| Admin fee / account holder | $486 | $6,332-92.3% | $5,194-90.6% | $10,885-95.5% |