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 10-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 | $29,622 | $171,865-82.8% | $149,718-80.2% | $147,584-79.9% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 25.34% | 2113.22%-2087.9pp | 1501.63%-1476.3pp | 578.55%-553.2pp |
| Employer contribution / active EE | $9,012 | $6,275+43.6% | $5,445+65.5% | $4,876+84.8% |
| Participant deferral / active EE | $4,938 | $7,271-32.1% | $6,569-24.8% | $5,439-9.2% |
| Admin fee / account holder | $379 | $13,799-97.3% | $11,283-96.6% | $10,885-96.5% |