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 5-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 | $20,235 | $124,319-83.7% | $111,297-81.8% | $167,490-87.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.30% | 37.44%-22.1pp | 54.65%-39.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,468 | $3,435+0.9% | $2,731+27.0% | $4,837-28.3% |
| Participant deferral / active EE | $8,042 | $5,180+55.2% | $4,487+79.2% | $6,341+26.8% |
| Admin fee / account holder | $882 | $10,618-91.7% | $7,964-88.9% | $12,309-92.8% |