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 | $13,704 | $68,346-79.9% | $94,646-85.5% | $75,163-81.8% |
| Participation rate | 85.7% | 76.1%+9.6pp | 80.8%+4.9pp | 67.2%+18.5pp |
| Annual return | 57.67% | 616.93%-559.3pp | 156.71%-99.0pp | 160.62%-103.0pp |
| Employer contribution / active EE | $3,088 | $2,701+14.3% | $3,672-15.9% | $2,670+15.7% |
| Participant deferral / active EE | $6,853 | $6,537+4.8% | $7,418-7.6% | $4,125+66.1% |
| Admin fee / account holder | $595 | $5,326-88.8% | $7,231-91.8% | $5,651-89.5% |