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 3-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 | $8,621 | $111,724-92.3% | $93,606-90.8% | $145,922-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.51% | 202.98%-182.5pp | 133.20%-112.7pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,639 | $3,090-46.9% | $2,420-32.3% | $4,660-64.8% |
| Participant deferral / active EE | $5,443 | $4,912+10.8% | $4,411+23.4% | $6,688-18.6% |
| Admin fee / account holder | $1,270 | $10,250-87.6% | $8,285-84.7% | $13,397-90.5% |