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 | $18,355 | $150,440-87.8% | $136,294-86.5% | $147,584-87.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.79% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,238 | $5,256-57.4% | $4,695-52.3% | $4,876-54.1% |
| Participant deferral / active EE | $4,208 | $6,630-36.5% | $6,247-32.6% | $5,439-22.6% |
| Admin fee / account holder | $1,566 | $10,905-85.6% | $9,243-83.1% | $10,885-85.6% |