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 | $6,441 | $226,064-97.2% | $182,532-96.5% | $152,861-95.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.74% | 192.51%-171.8pp | 148.54%-127.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $892 | $4,978-82.1% | $4,076-78.1% | $4,762-81.3% |
| Participant deferral / active EE | $1,773 | $6,368-72.2% | $5,524-67.9% | $5,850-69.7% |
| Admin fee / account holder | $673 | $10,703-93.7% | $8,592-92.2% | $11,596-94.2% |