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 | $14,360 | $102,317-86.0% | $146,958-90.2% | $80,856-82.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 38.81% | 134.76%-95.9pp | 418.34%-379.5pp | 35.59%+3.2pp |
| Employer contribution / active EE | $2,592 | $3,713-30.2% | $4,933-47.4% | $2,755-5.9% |
| Participant deferral / active EE | $5,633 | $6,644-15.2% | $8,070-30.2% | $4,296+31.1% |
| Admin fee / account holder | $1,005 | $7,941-87.3% | $12,998-92.3% | $6,918-85.5% |