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 | $18,114 | $87,733-79.4% | $106,548-83.0% | $85,850-78.9% |
| Participation rate | 76.0% | 71.9%+4.1pp | 76.1%-0.1pp | 69.3%+6.7pp |
| Annual return | 1888.65% | 21.86%+1866.8pp | 26.80%+1861.9pp | 318.53%+1570.1pp |
| Employer contribution / active EE | $3,623 | $2,073+74.8% | $2,819+28.5% | $2,565+41.2% |
| Participant deferral / active EE | $8,867 | $3,469+155.6% | $4,398+101.6% | $3,952+124.4% |
| Admin fee / account holder | $39,746 | $6,767+487.3% | $7,407+436.6% | $6,260+534.9% |