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 | $14,312 | $68,346-79.1% | $94,646-84.9% | $75,163-81.0% |
| Participation rate | 94.1% | 76.1%+18.0pp | 80.8%+13.3pp | 67.2%+26.9pp |
| Annual return | 37.52% | 616.93%-579.4pp | 156.71%-119.2pp | 160.62%-123.1pp |
| Employer contribution / active EE | $3,433 | $2,701+27.1% | $3,672-6.5% | $2,670+28.6% |
| Participant deferral / active EE | $4,590 | $6,537-29.8% | $7,418-38.1% | $4,125+11.3% |
| Admin fee / account holder | $331 | $5,326-93.8% | $7,231-95.4% | $5,651-94.2% |