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 | $3,464 | $70,756-95.1% | $65,493-94.7% | $142,382-97.6% |
| Participation rate | 85.0% | 77.4%+7.6pp | 73.1%+11.9pp | 80.1%+4.9pp |
| Annual return | 22.67% | 1754.89%-1732.2pp | 982.45%-959.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $565 | $2,881-80.4% | $2,574-78.1% | $4,299-86.9% |
| Participant deferral / active EE | $1,227 | $4,637-73.5% | $3,961-69.0% | $6,507-81.1% |
| Admin fee / account holder | $309 | $6,559-95.3% | $5,028-93.9% | $12,624-97.6% |