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 | $15,042 | $165,335-90.9% | $149,696-90.0% | $158,922-90.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 25.26% | 348.15%-322.9pp | 276.60%-251.3pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,781 | $5,103-65.1% | $4,644-61.7% | $4,761-62.6% |
| Participant deferral / active EE | $5,038 | $7,181-29.8% | $6,842-26.4% | $5,982-15.8% |
| Admin fee / account holder | $1,299 | $10,807-88.0% | $9,309-86.0% | $11,246-88.4% |