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 | $11,505 | $115,770-90.1% | $101,248-88.6% | $158,922-92.8% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 64.02% | 56.14%+7.9pp | 46.47%+17.5pp | 302.83%-238.8pp |
| Employer contribution / active EE | $2,877 | $4,175-31.1% | $3,660-21.4% | $4,761-39.6% |
| Participant deferral / active EE | $6,341 | $4,957+27.9% | $4,370+45.1% | $5,982+6.0% |
| Admin fee / account holder | $337 | $7,245-95.4% | $5,945-94.3% | $11,246-97.0% |