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 | $6,136 | $65,041-90.6% | $90,951-93.3% | $79,858-92.3% |
| Participation rate | 87.9% | 61.6%+26.3pp | 69.0%+18.9pp | 69.6%+18.3pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $574 | $1,247-54.0% | $2,122-72.9% | $2,471-76.8% |
| Participant deferral / active EE | $4,104 | $2,512+63.4% | $3,373+21.7% | $3,740+9.7% |
| Admin fee / account holder | $398 | $4,536-91.2% | $5,959-93.3% | $5,306-92.5% |