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 | $6,503 | $60,124-89.2% | $90,404-92.8% | $79,858-91.9% |
| Participation rate | 77.4% | 65.0%+12.4pp | 72.7%+4.7pp | 69.6%+7.8pp |
| Annual return | 28.66% | 71.94%-43.3pp | 1293.02%-1264.4pp | 31.71%-3.1pp |
| Employer contribution / active EE | $740 | $2,068-64.2% | $3,262-77.3% | $2,471-70.0% |
| Participant deferral / active EE | $1,953 | $2,938-33.5% | $3,963-50.7% | $3,740-47.8% |
| Admin fee / account holder | $578 | $3,976-85.5% | $5,611-89.7% | $5,306-89.1% |