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 7-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 | $2,651 | $88,751-97.0% | $81,812-96.8% | $145,922-98.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 114.88% | 1025.40%-910.5pp | 773.79%-658.9pp | 561.29%-446.4pp |
| Employer contribution / active EE | $806 | $3,083-73.9% | $2,912-72.3% | $4,660-82.7% |
| Participant deferral / active EE | $1,753 | $4,643-62.3% | $4,319-59.4% | $6,688-73.8% |
| Admin fee / account holder | $1,071 | $8,415-87.3% | $7,386-85.5% | $13,397-92.0% |