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 10-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 | $14,043 | $107,934-87.0% | $91,989-84.7% | $152,861-90.8% |
| Participation rate | 86.7% | 81.2%+5.5pp | 78.6%+8.0pp | 82.4%+4.2pp |
| Annual return | 32.20% | 89.24%-57.0pp | 69.02%-36.8pp | 345.32%-313.1pp |
| Employer contribution / active EE | $4,184 | $4,210-0.6% | $3,452+21.2% | $4,762-12.1% |
| Participant deferral / active EE | $9,092 | $6,364+42.9% | $5,923+53.5% | $5,850+55.4% |
| Admin fee / account holder | $304 | $10,520-97.1% | $7,743-96.1% | $11,596-97.4% |