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 6-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 | $14,894 | $176,056-91.5% | $159,436-90.7% | $167,490-91.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 55.92% | 331.75%-275.8pp | 263.57%-207.7pp | 478.56%-422.6pp |
| Employer contribution / active EE | $4,477 | $5,297-15.5% | $4,829-7.3% | $4,837-7.5% |
| Participant deferral / active EE | $10,500 | $7,750+35.5% | $7,352+42.8% | $6,341+65.6% |
| Admin fee / account holder | $828 | $12,554-93.4% | $10,799-92.3% | $12,309-93.3% |