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 | $14,333 | $185,342-92.3% | $111,297-87.1% | $86,799-83.5% |
| Participation rate | 96.4% | 81.0%+15.4pp | 77.3%+19.1pp | 72.3%+24.1pp |
| Annual return | 168.00% | 500.80%-332.8pp | 54.65%+113.3pp | 97.91%+70.1pp |
| Employer contribution / active EE | $2,845 | $2,246+26.7% | $2,731+4.2% | $2,405+18.3% |
| Participant deferral / active EE | $5,462 | $4,458+22.5% | $4,487+21.7% | $4,131+32.2% |
| Admin fee / account holder | $1,085 | $255+324.7% | $7,964-86.4% | $170+539.9% |