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 7-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 | $4,437 | $100,852-95.6% | $90,404-95.1% | $158,922-97.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 37.18% | 1724.20%-1687.0pp | 1293.02%-1255.8pp | 302.83%-265.6pp |
| Employer contribution / active EE | $2,173 | $3,689-41.1% | $3,262-33.4% | $4,761-54.4% |
| Participant deferral / active EE | $2,173 | $4,348-50.0% | $3,963-45.2% | $5,982-63.7% |
| Admin fee / account holder | $594 | $6,501-90.9% | $5,611-89.4% | $11,246-94.7% |