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 | $18,391 | $176,056-89.6% | $159,436-88.5% | $167,490-89.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 72.12% | 331.75%-259.6pp | 263.57%-191.5pp | 478.56%-406.4pp |
| Employer contribution / active EE | $1,287 | $5,297-75.7% | $4,829-73.4% | $4,837-73.4% |
| Participant deferral / active EE | $3,083 | $7,750-60.2% | $7,352-58.1% | $6,341-51.4% |
| Admin fee / account holder | $1,291 | $12,554-89.7% | $10,799-88.0% | $12,309-89.5% |