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 7-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 | $5,741 | $133,958-95.7% | $112,228-94.9% | $134,475-95.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.67% | 47.11%-59.8pp | 27.45%-40.1pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,844 | $4,038-29.6% | $3,635-21.8% | $4,740-40.0% |
| Participant deferral / active EE | $6,377 | $5,291+20.5% | $4,728+34.9% | $6,400-0.4% |
| Admin fee / account holder | $1,272 | $7,489-83.0% | $6,410-80.2% | $11,426-88.9% |