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 6-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 | $11,600 | $157,256-92.6% | $141,162-91.8% | $152,861-92.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 90.06% | 64.32%+25.7pp | 71.39%+18.7pp | 345.32%-255.3pp |
| Employer contribution / active EE | $2,230 | $5,261-57.6% | $4,735-52.9% | $4,762-53.2% |
| Participant deferral / active EE | $5,263 | $7,109-26.0% | $6,709-21.6% | $5,850-10.0% |
| Admin fee / account holder | $448 | $12,120-96.3% | $10,261-95.6% | $11,596-96.1% |