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 7-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 | $11,057 | $138,044-92.0% | $125,339-91.2% | $134,475-91.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.37% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,110 | $5,243-59.8% | $4,814-56.2% | $4,740-55.5% |
| Participant deferral / active EE | $5,283 | $7,799-32.3% | $7,446-29.1% | $6,400-17.5% |
| Admin fee / account holder | $2,217 | $11,571-80.8% | $10,010-77.9% | $11,426-80.6% |