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 9-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 | $21,329 | $214,378-90.1% | $200,582-89.4% | $142,382-85.0% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 17.73% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,910 | $6,841-72.1% | $6,419-70.2% | $4,299-55.6% |
| Participant deferral / active EE | $3,095 | $9,865-68.6% | $9,331-66.8% | $6,507-52.4% |
| Admin fee / account holder | $1,301 | $17,692-92.6% | $16,305-92.0% | $12,624-89.7% |