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 | $15,113 | $117,841-87.2% | $102,423-85.2% | $145,922-89.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,334 | $3,615-63.1% | $3,023-55.9% | $4,660-71.4% |
| Participant deferral / active EE | $2,310 | $5,731-59.7% | $5,053-54.3% | $6,688-65.5% |
| Admin fee / account holder | $1,493 | $13,326-88.8% | $9,451-84.2% | $13,397-88.9% |