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 8-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 | $5,394 | $100,852-94.7% | $90,404-94.0% | $158,922-96.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.00% | 1724.20%-1700.2pp | 1293.02%-1269.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,440 | $3,689-61.0% | $3,262-55.8% | $4,761-69.7% |
| Participant deferral / active EE | $2,332 | $4,348-46.4% | $3,963-41.2% | $5,982-61.0% |
| Admin fee / account holder | $681 | $6,501-89.5% | $5,611-87.9% | $11,246-93.9% |