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 | $12,260 | $209,411-94.1% | $178,490-93.1% | $158,922-92.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1266.20% | 188.75%+1077.5pp | 151.07%+1115.1pp | 302.83%+963.4pp |
| Employer contribution / active EE | $3,108 | $5,706-45.5% | $5,011-38.0% | $4,761-34.7% |
| Participant deferral / active EE | $9,289 | $5,954+56.0% | $5,202+78.6% | $5,982+55.3% |
| Admin fee / account holder | $1,476 | $17,074-91.4% | $13,984-89.4% | $11,246-86.9% |