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 6-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 | $14,963 | $155,788-90.4% | $124,672-88.0% | $167,490-91.1% |
| Participation rate | 88.9% | 81.1%+7.8pp | 74.6%+14.3pp | 82.1%+6.8pp |
| Annual return | 38.93% | 17.97%+21.0pp | 5142.93%-5104.0pp | 478.56%-439.6pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,131 | $5,673+43.3% | $4,614+76.2% | $6,341+28.2% |
| Admin fee / account holder | $313 | $9,531-96.7% | $7,493-95.8% | $12,309-97.5% |