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 | $7,937 | $85,766-90.7% | $136,294-94.2% | $70,131-88.7% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 66.97% | 31.45%+35.5pp | 5155.94%-5089.0pp | 73.14%-6.2pp |
| Employer contribution / active EE | $2,447 | $2,966-17.5% | $4,695-47.9% | $2,342+4.5% |
| Participant deferral / active EE | $2,826 | $5,051-44.0% | $6,247-54.8% | $3,332-15.2% |
| Admin fee / account holder | $2,938 | $5,420-45.8% | $9,243-68.2% | $4,645-36.8% |