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 | $24,996 | $202,318-87.6% | $172,739-85.5% | $152,861-83.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 63.62% | 1029.65%-966.0pp | 802.84%-739.2pp | 345.32%-281.7pp |
| Employer contribution / active EE | $19,328 | $5,856+230.1% | $5,143+275.8% | $4,762+305.9% |
| Participant deferral / active EE | $6,877 | $5,948+15.6% | $5,198+32.3% | $5,850+17.5% |
| Admin fee / account holder | $306 | $17,109-98.2% | $13,954-97.8% | $11,596-97.4% |