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 5-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 | $12,639 | $138,044-90.8% | $125,339-89.9% | $134,475-90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 69.99% | 750.33%-680.3pp | 572.05%-502.1pp | 417.96%-348.0pp |
| Employer contribution / active EE | $4,160 | $5,243-20.7% | $4,814-13.6% | $4,740-12.2% |
| Participant deferral / active EE | $5,356 | $7,799-31.3% | $7,446-28.1% | $6,400-16.3% |
| Admin fee / account holder | $2,842 | $11,571-75.4% | $10,010-71.6% | $11,426-75.1% |