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 | $12,135 | $43,723-72.2% | $121,196-90.0% | $64,186-81.1% |
| Participation rate | 83.3% | 58.3%+25.0pp | 71.7%+11.6pp | 69.6%+13.8pp |
| Annual return | -5.48% | 68.91%-74.4pp | 16.93%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,179 | $1,296-9.0% | $4,022-70.7% | $2,381-50.5% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $515 | $3,501-85.3% | $5,019-89.7% | $4,888-89.5% |