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 | $3,252 | $210,648-98.5% | $177,989-98.2% | $145,922-97.8% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 11.85% | 385.86%-374.0pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,851 | $4,565-59.4% | $3,949-53.1% | $4,660-60.3% |
| Participant deferral / active EE | $4,448 | $6,958-36.1% | $6,276-29.1% | $6,688-33.5% |
| Admin fee / account holder | $839 | $12,013-93.0% | $10,363-91.9% | $13,397-93.7% |