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 | $845 | $84,402-99.0% | $61,373-98.6% | $134,475-99.4% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -21.19% | 584.55%-605.7pp | 338.61%-359.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $513 | $1,544-66.8% | $1,159-55.7% | $4,740-89.2% |
| Participant deferral / active EE | $526 | $2,819-81.3% | $2,125-75.2% | $6,400-91.8% |
| Admin fee / account holder | $318 | $2,585-87.7% | $2,130-85.1% | $11,426-97.2% |