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 | $22,101 | $209,832-89.5% | $189,513-88.3% | $167,490-86.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 40.59% | 748.27%-707.7pp | 555.15%-514.6pp | 478.56%-438.0pp |
| Employer contribution / active EE | $5,912 | $6,914-14.5% | $6,162-4.0% | $4,837+22.2% |
| Participant deferral / active EE | $10,823 | $8,935+21.1% | $8,221+31.6% | $6,341+70.7% |
| Admin fee / account holder | $2,914 | $14,293-79.6% | $12,045-75.8% | $12,309-76.3% |