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 8-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 | $23,855 | $105,181-77.3% | $159,436-85.0% | $85,850-72.2% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.8%-1.6pp | 69.3%+11.9pp |
| Annual return | 28.73% | 45.07%-16.3pp | 263.57%-234.8pp | 318.53%-289.8pp |
| Employer contribution / active EE | $1,398 | $3,318-57.9% | $4,829-71.1% | $2,565-45.5% |
| Participant deferral / active EE | $3,528 | $5,945-40.7% | $7,352-52.0% | $3,952-10.7% |
| Admin fee / account holder | $1,539 | $6,933-77.8% | $10,799-85.7% | $6,260-75.4% |