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 4-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 | $5,109 | $102,604-95.0% | $86,188-94.1% | $139,434-96.3% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 29.75% | 1922.51%-1892.8pp | 1168.45%-1138.7pp | 372.94%-343.2pp |
| Employer contribution / active EE | $934 | $3,032-69.2% | $2,380-60.8% | $4,751-80.3% |
| Participant deferral / active EE | $2,077 | $4,676-55.6% | $3,985-47.9% | $6,710-69.0% |
| Admin fee / account holder | $580 | $8,657-93.3% | $6,852-91.5% | $11,403-94.9% |