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 6-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 | $15,573 | $110,257-85.9% | $96,544-83.9% | $139,434-88.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.57% | 26.32%-5.7pp | 25.84%-5.3pp | 372.94%-352.4pp |
| Employer contribution / active EE | $4,342 | $3,620+20.0% | $2,965+46.5% | $4,751-8.6% |
| Participant deferral / active EE | $5,222 | $5,548-5.9% | $4,851+7.7% | $6,710-22.2% |
| Admin fee / account holder | $1,705 | $11,591-85.3% | $8,252-79.3% | $11,403-85.0% |