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 | $10,961 | $118,849-90.8% | $96,562-88.6% | $167,490-93.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.14% | 50.49%-39.3pp | 37.78%-26.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $745 | $3,120-76.1% | $2,356-68.4% | $4,837-84.6% |
| Participant deferral / active EE | $2,303 | $4,616-50.1% | $3,849-40.2% | $6,341-63.7% |
| Admin fee / account holder | $2,741 | $8,065-66.0% | $6,181-55.7% | $12,309-77.7% |