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 | $1,315 | $30,400-95.7% | $53,898-97.6% | $84,808-98.5% |
| Participation rate | 83.7% | 46.4%+37.3pp | 55.0%+28.8pp | 68.3%+15.4pp |
| Annual return | 18.99% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $501 | $603-16.9% | $932-46.2% | $2,631-81.0% |
| Participant deferral / active EE | $615 | $1,199-48.7% | $1,826-66.3% | $4,212-85.4% |
| Admin fee / account holder | $317 | $1,993-84.1% | $2,491-87.3% | $7,344-95.7% |