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 8-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 | $19,998 | $102,317-80.5% | $146,958-86.4% | $80,856-75.3% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 13.52% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,033 | $3,713-45.3% | $4,933-58.8% | $2,755-26.2% |
| Participant deferral / active EE | $2,935 | $6,644-55.8% | $8,070-63.6% | $4,296-31.7% |
| Admin fee / account holder | $464 | $7,941-94.2% | $12,998-96.4% | $6,918-93.3% |