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 | $9,758 | $101,317-90.4% | $146,958-93.4% | $74,495-86.9% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 79.22% | 8730.91%-8651.7pp | 418.34%-339.1pp | 1364.94%-1285.7pp |
| Employer contribution / active EE | $1,848 | $3,810-51.5% | $4,933-62.5% | $2,623-29.5% |
| Participant deferral / active EE | $3,711 | $7,303-49.2% | $8,070-54.0% | $4,346-14.6% |
| Admin fee / account holder | $785 | $1,739-54.9% | $12,998-94.0% | $1,942-59.6% |