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 4-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 | $12,109 | $109,881-89.0% | $150,045-91.9% | $84,808-85.7% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 32.39% | 28.25%+4.1pp | 62.55%-30.2pp | 40.90%-8.5pp |
| Employer contribution / active EE | $3,632 | $3,561+2.0% | $4,693-22.6% | $2,631+38.0% |
| Participant deferral / active EE | $3,739 | $6,636-43.6% | $7,997-53.2% | $4,212-11.2% |
| Admin fee / account holder | $385 | $8,568-95.5% | $13,435-97.1% | $7,344-94.8% |