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 3-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 | $12,915 | $159,901-91.9% | $146,958-91.2% | $145,922-91.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 108.50% | 98.13%+10.4pp | 418.34%-309.8pp | 561.29%-452.8pp |
| Employer contribution / active EE | $1,519 | $5,286-71.3% | $4,933-69.2% | $4,660-67.4% |
| Participant deferral / active EE | $3,598 | $8,428-57.3% | $8,070-55.4% | $6,688-46.2% |
| Admin fee / account holder | $661 | $15,044-95.6% | $12,998-94.9% | $13,397-95.1% |