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 | $9,417 | $138,044-93.2% | $125,339-92.5% | $134,475-93.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 50.16% | 750.33%-700.2pp | 572.05%-521.9pp | 417.96%-367.8pp |
| Employer contribution / active EE | $2,429 | $5,243-53.7% | $4,814-49.5% | $4,740-48.7% |
| Participant deferral / active EE | $2,788 | $7,799-64.2% | $7,446-62.6% | $6,400-56.4% |
| Admin fee / account holder | $497 | $11,571-95.7% | $10,010-95.0% | $11,426-95.7% |