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 | $19,396 | $165,335-88.3% | $149,696-87.0% | $158,922-87.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.06% | 348.15%-308.1pp | 276.60%-236.5pp | 302.83%-262.8pp |
| Employer contribution / active EE | $4,306 | $5,103-15.6% | $4,644-7.3% | $4,761-9.6% |
| Participant deferral / active EE | $7,497 | $7,181+4.4% | $6,842+9.6% | $5,982+25.3% |
| Admin fee / account holder | $1,346 | $10,807-87.5% | $9,309-85.5% | $11,246-88.0% |