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 5-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 | $13,119 | $190,805-93.1% | $159,960-91.8% | $134,475-90.2% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -12.80% | 552.23%-565.0pp | 408.60%-421.4pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,522 | $4,995-49.5% | $4,226-40.3% | $4,740-46.8% |
| Participant deferral / active EE | $6,268 | $6,923-9.5% | $6,182+1.4% | $6,400-2.1% |
| Admin fee / account holder | $825 | $10,471-92.1% | $8,698-90.5% | $11,426-92.8% |