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 3-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 | $5,915 | $159,901-96.3% | $146,958-96.0% | $145,922-95.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 19.61% | 98.13%-78.5pp | 418.34%-398.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,467 | $5,286-72.3% | $4,933-70.3% | $4,660-68.5% |
| Participant deferral / active EE | $3,058 | $8,428-63.7% | $8,070-62.1% | $6,688-54.3% |
| Admin fee / account holder | $1,330 | $15,044-91.2% | $12,998-89.8% | $13,397-90.1% |