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 5-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 | $20,001 | $102,317-80.5% | $146,958-86.4% | $80,856-75.3% |
| Participation rate | 93.0% | 75.8%+17.1pp | 82.2%+10.8pp | 67.6%+25.3pp |
| Annual return | 54.92% | 134.76%-79.8pp | 418.34%-363.4pp | 35.59%+19.3pp |
| Employer contribution / active EE | $972 | $3,713-73.8% | $4,933-80.3% | $2,755-64.7% |
| Participant deferral / active EE | $2,876 | $6,644-56.7% | $8,070-64.4% | $4,296-33.1% |
| Admin fee / account holder | $359 | $7,941-95.5% | $12,998-97.2% | $6,918-94.8% |