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 4-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 | $18,134 | $91,538-80.2% | $129,995-86.1% | $75,163-75.9% |
| Participation rate | 98.5% | 71.4%+27.0pp | 78.5%+20.0pp | 67.2%+31.3pp |
| Annual return | 19.69% | -631.11%+650.8pp | -137.18%+156.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,318 | $2,845-18.5% | $4,320-46.3% | $2,670-13.2% |
| Participant deferral / active EE | $2,808 | $4,341-35.3% | $5,820-51.8% | $4,125-31.9% |
| Admin fee / account holder | $303 | $6,790-95.5% | $10,614-97.1% | $5,651-94.6% |