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 9-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 | $7,807 | $110,809-93.0% | $86,874-91.0% | $167,490-95.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 7.93% | 116.98%-109.0pp | 63.52%-55.6pp | 478.56%-470.6pp |
| Employer contribution / active EE | $908 | $3,244-72.0% | $2,495-63.6% | $4,837-81.2% |
| Participant deferral / active EE | $929 | $4,546-79.6% | $3,699-74.9% | $6,341-85.3% |
| Admin fee / account holder | $1,028 | $8,415-87.8% | $5,828-82.4% | $12,309-91.6% |