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 | $14,911 | $227,553-93.4% | $189,557-92.1% | $167,490-91.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.59% | 78.40%-68.8pp | 64.17%-54.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,110 | $5,316-79.1% | $4,412-74.8% | $4,837-77.0% |
| Participant deferral / active EE | $2,087 | $7,002-70.2% | $6,174-66.2% | $6,341-67.1% |
| Admin fee / account holder | $1,250 | $11,878-89.5% | $9,807-87.3% | $12,309-89.8% |