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 3-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 | $14,040 | $102,317-86.3% | $146,958-90.4% | $80,856-82.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 48.08% | 134.76%-86.7pp | 418.34%-370.3pp | 35.59%+12.5pp |
| Employer contribution / active EE | $1,000 | $3,713-73.1% | $4,933-79.7% | $2,755-63.7% |
| Participant deferral / active EE | $5,070 | $6,644-23.7% | $8,070-37.2% | $4,296+18.0% |
| Admin fee / account holder | $402 | $7,941-94.9% | $12,998-96.9% | $6,918-94.2% |