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 | $14,343 | $118,849-87.9% | $96,562-85.1% | $167,490-91.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.64% | 50.49%-34.8pp | 37.78%-22.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,244 | $3,120-60.1% | $2,356-47.2% | $4,837-74.3% |
| Participant deferral / active EE | $5,276 | $4,616+14.3% | $3,849+37.1% | $6,341-16.8% |
| Admin fee / account holder | $2,485 | $8,065-69.2% | $6,181-59.8% | $12,309-79.8% |