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 10-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 | $3,947 | $107,334-96.3% | $92,893-95.8% | $152,861-97.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.41% | 145.58%-116.2pp | 109.41%-80.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $908 | $4,221-78.5% | $3,653-75.1% | $4,762-80.9% |
| Participant deferral / active EE | $1,489 | $4,845-69.3% | $4,236-64.9% | $5,850-74.6% |
| Admin fee / account holder | $346 | $7,079-95.1% | $5,794-94.0% | $11,596-97.0% |