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 | $13,854 | $93,571-85.2% | $135,903-89.8% | $75,163-81.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 84.01% | 30.90%+53.1pp | 68.23%+15.8pp | 160.62%-76.6pp |
| Employer contribution / active EE | $868 | $3,537-75.5% | $4,856-82.1% | $2,670-67.5% |
| Participant deferral / active EE | $5,374 | $6,404-16.1% | $7,758-30.7% | $4,125+30.3% |
| Admin fee / account holder | $1,130 | $6,975-83.8% | $10,762-89.5% | $5,651-80.0% |