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 10-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 | $17,667 | $226,064-92.2% | $182,532-90.3% | $152,861-88.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.17% | 192.51%-178.3pp | 148.54%-134.4pp | 345.32%-331.1pp |
| Employer contribution / active EE | $8,688 | $4,978+74.5% | $4,076+113.1% | $4,762+82.4% |
| Participant deferral / active EE | $5,180 | $6,368-18.7% | $5,524-6.2% | $5,850-11.5% |
| Admin fee / account holder | $51,135 | $10,703+377.8% | $8,592+495.1% | $11,596+341.0% |