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 9-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 | $19,153 | $77,145-75.2% | $108,410-82.3% | $85,850-77.7% |
| Participation rate | 92.9% | 74.7%+18.2pp | 80.1%+12.7pp | 69.3%+23.5pp |
| Annual return | 15.24% | 44.54%-29.3pp | 905.27%-890.0pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,516 | $2,379-36.3% | $3,558-57.4% | $2,565-40.9% |
| Participant deferral / active EE | $6,444 | $5,566+15.8% | $6,563-1.8% | $3,952+63.1% |
| Admin fee / account holder | $1,914 | $5,172-63.0% | $7,295-73.8% | $6,260-69.4% |