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 | $1,345 | $108,172-98.8% | $77,482-98.3% | $158,922-99.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 2.71% | 31.67%-29.0pp | 54.79%-52.1pp | 302.83%-300.1pp |
| Employer contribution / active EE | $324 | $1,325-75.6% | $986-67.2% | $4,761-93.2% |
| Participant deferral / active EE | $789 | $2,456-67.9% | $1,861-57.6% | $5,982-86.8% |
| Admin fee / account holder | $466 | $3,708-87.4% | $2,858-83.7% | $11,246-95.9% |