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 | $8,996 | $152,587-94.1% | $125,175-92.8% | $152,861-94.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.22% | 54.84%-28.6pp | 43.79%-17.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,798 | $4,946-63.7% | $3,865-53.5% | $4,762-62.3% |
| Participant deferral / active EE | $2,442 | $5,868-58.4% | $4,937-50.5% | $5,850-58.3% |
| Admin fee / account holder | $725 | $13,434-94.6% | $9,702-92.5% | $11,596-93.8% |