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 4-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 | $23,237 | $101,317-77.1% | $146,958-84.2% | $74,495-68.8% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 34.92% | 8730.91%-8696.0pp | 418.34%-383.4pp | 1364.94%-1330.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,118 | $7,303+11.2% | $8,070+0.6% | $4,346+86.8% |
| Admin fee / account holder | $3,717 | $1,739+113.7% | $12,998-71.4% | $1,942+91.4% |