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 | $14,049 | $98,750-85.8% | $149,696-90.6% | $79,858-82.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 71.71% | 27.43%+44.3pp | 276.60%-204.9pp | 31.71%+40.0pp |
| Employer contribution / active EE | $3,840 | $3,216+19.4% | $4,644-17.3% | $2,471+55.4% |
| Participant deferral / active EE | $6,314 | $5,680+11.2% | $6,842-7.7% | $3,740+68.8% |
| Admin fee / account holder | $1,058 | $6,053-82.5% | $9,309-88.6% | $5,306-80.1% |