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 | $24,445 | $160,055-84.7% | $140,016-82.5% | $135,375-81.9% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -7.07% | 911.38%-918.4pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,743 | $6,420-41.7% | $5,606-33.2% | $4,779-21.7% |
| Participant deferral / active EE | $6,898 | $7,642-9.7% | $6,927-0.4% | $5,609+23.0% |
| Admin fee / account holder | $2,549 | $13,328-80.9% | $10,705-76.2% | $10,827-76.5% |