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 | $27,171 | $160,055-83.0% | $140,016-80.6% | $135,375-79.9% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -7.95% | 911.38%-919.3pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,057 | $6,420-68.0% | $5,606-63.3% | $4,779-57.0% |
| Participant deferral / active EE | $3,458 | $7,642-54.8% | $6,927-50.1% | $5,609-38.4% |
| Admin fee / account holder | $3,829 | $13,328-71.3% | $10,705-64.2% | $10,827-64.6% |