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 | $14,527 | $57,354-74.7% | $83,848-82.7% | $64,186-77.4% |
| Participation rate | 95.9% | 68.6%+27.3pp | 76.1%+19.8pp | 69.6%+26.4pp |
| Annual return | 2.83% | 11.38%-8.6pp | 850.88%-848.0pp | 7.63%-4.8pp |
| Employer contribution / active EE | $5,358 | $2,545+110.5% | $3,631+47.6% | $2,381+125.0% |
| Participant deferral / active EE | $2,859 | $2,993-4.5% | $4,082-29.9% | $3,470-17.6% |
| Admin fee / account holder | $1,285 | $4,046-68.2% | $5,478-76.6% | $4,888-73.7% |