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 | $8,443 | $100,852-91.6% | $90,404-90.7% | $158,922-94.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 47.43% | 1724.20%-1676.8pp | 1293.02%-1245.6pp | 302.83%-255.4pp |
| Employer contribution / active EE | $2,619 | $3,689-29.0% | $3,262-19.7% | $4,761-45.0% |
| Participant deferral / active EE | $6,741 | $4,348+55.0% | $3,963+70.1% | $5,982+12.7% |
| Admin fee / account holder | $921 | $6,501-85.8% | $5,611-83.6% | $11,246-91.8% |