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 | $7,479 | $175,202-95.7% | $149,673-95.0% | $139,434-94.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 679.03% | 166.71%+512.3pp | 134.42%+544.6pp | 372.94%+306.1pp |
| Employer contribution / active EE | $5,439 | $5,474-0.6% | $4,818+12.9% | $4,751+14.5% |
| Participant deferral / active EE | $4,677 | $6,519-28.3% | $5,680-17.7% | $6,710-30.3% |
| Admin fee / account holder | $554 | $16,150-96.6% | $13,210-95.8% | $11,403-95.1% |