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 | $3,232 | $88,751-96.4% | $81,812-96.0% | $145,922-97.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.55% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $880 | $3,083-71.5% | $2,912-69.8% | $4,660-81.1% |
| Participant deferral / active EE | $880 | $4,643-81.1% | $4,319-79.6% | $6,688-86.8% |
| Admin fee / account holder | $1,167 | $8,415-86.1% | $7,386-84.2% | $13,397-91.3% |