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 | $5,598 | $57,281-90.2% | $86,612-93.5% | $75,163-92.6% |
| Participation rate | 85.4% | 63.2%+22.2pp | 71.7%+13.7pp | 67.2%+18.2pp |
| Annual return | 16.76% | 2670.75%-2654.0pp | 591.07%-574.3pp | 160.62%-143.9pp |
| Employer contribution / active EE | $673 | $2,314-70.9% | $3,022-77.7% | $2,670-74.8% |
| Participant deferral / active EE | $1,216 | $3,318-63.3% | $4,438-72.6% | $4,125-70.5% |
| Admin fee / account holder | $536 | $4,112-87.0% | $5,614-90.5% | $5,651-90.5% |