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 | $7,385 | $57,541-87.2% | $95,745-92.3% | $75,163-90.2% |
| Participation rate | 93.8% | 62.5%+31.2pp | 72.3%+21.5pp | 67.2%+26.6pp |
| Annual return | 24.45% | 34.93%-10.5pp | 28.35%-3.9pp | 160.62%-136.2pp |
| Employer contribution / active EE | $753 | $1,808-58.3% | $2,835-73.4% | $2,670-71.8% |
| Participant deferral / active EE | $2,837 | $3,074-7.7% | $4,245-33.2% | $4,125-31.2% |
| Admin fee / account holder | $338 | $4,099-91.7% | $5,678-94.0% | $5,651-94.0% |