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 | $13,299 | $159,901-91.7% | $146,958-91.0% | $145,922-90.9% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 54.76% | 98.13%-43.4pp | 418.34%-363.6pp | 561.29%-506.5pp |
| Employer contribution / active EE | $1,740 | $5,286-67.1% | $4,933-64.7% | $4,660-62.7% |
| Participant deferral / active EE | $3,257 | $8,428-61.4% | $8,070-59.6% | $6,688-51.3% |
| Admin fee / account holder | $425 | $15,044-97.2% | $12,998-96.7% | $13,397-96.8% |