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 10-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 | $8,268 | $31,679-73.9% | $74,701-88.9% | $65,185-87.3% |
| Participation rate | 75.9% | 40.4%+35.5pp | 54.5%+21.4pp | 70.2%+5.7pp |
| Annual return | 21.00% | 39.04%-18.0pp | 752.92%-731.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $640 | $566+13.0% | $1,084-41.0% | $2,177-70.6% |
| Participant deferral / active EE | $1,101 | $1,191-7.6% | $1,964-43.9% | $3,514-68.7% |
| Admin fee / account holder | $373 | $379-1.5% | $3,333-88.8% | $847-55.9% |