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 | $6,748 | $156,846-95.7% | $121,098-94.4% | $139,434-95.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 41.61% | 1474.56%-1433.0pp | 985.75%-944.1pp | 372.94%-331.3pp |
| Employer contribution / active EE | $2,183 | $5,536-60.6% | $4,164-47.6% | $4,751-54.0% |
| Participant deferral / active EE | $3,787 | $4,844-21.8% | $4,080-7.2% | $6,710-43.6% |
| Admin fee / account holder | $898 | $6,946-87.1% | $5,644-84.1% | $11,403-92.1% |