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 | $19,516 | $96,128-79.7% | $136,007-85.7% | $80,856-75.9% |
| Participation rate | 98.7% | 71.2%+27.5pp | 76.5%+22.3pp | 67.6%+31.1pp |
| Annual return | 600.15% | 28.71%+571.4pp | 579.32%+20.8pp | 35.59%+564.6pp |
| Employer contribution / active EE | $3,109 | $3,351-7.2% | $4,217-26.3% | $2,755+12.9% |
| Participant deferral / active EE | $5,966 | $5,709+4.5% | $7,025-15.1% | $4,296+38.9% |
| Admin fee / account holder | $597 | $8,236-92.8% | $6,858-91.3% | $6,918-91.4% |