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 8-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 | $7,224 | $112,881-93.6% | $90,951-92.1% | $158,922-95.5% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 44.72% | 215.79%-171.1pp | 134.60%-89.9pp | 302.83%-258.1pp |
| Employer contribution / active EE | $1,588 | $2,893-45.1% | $2,122-25.2% | $4,761-66.7% |
| Participant deferral / active EE | $3,173 | $4,128-23.1% | $3,373-5.9% | $5,982-47.0% |
| Admin fee / account holder | $2,380 | $8,041-70.4% | $5,959-60.1% | $11,246-78.8% |