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 3-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 | $3,005 | $100,773-97.0% | $88,946-96.6% | $142,382-97.9% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 680.94% | 70.18%+610.8pp | 57.82%+623.1pp | 217.08%+463.9pp |
| Employer contribution / active EE | $1,083 | $2,918-62.9% | $2,555-57.6% | $4,299-74.8% |
| Participant deferral / active EE | $2,153 | $5,230-58.8% | $4,581-53.0% | $6,507-66.9% |
| Admin fee / account holder | $327 | $9,693-96.6% | $8,261-96.0% | $12,624-97.4% |