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 | $108,774 | $270,399-59.8% | $209,409-48.1% | $357,791-69.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 13.12% | 194.89%-181.8pp | 159.49%-146.4pp | 396.79%-383.7pp |
| Employer contribution / active EE | $8,824 | $6,982+26.4% | $5,035+75.3% | $7,508+17.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $4,230-100.0% | $5,521-100.0% |
| Admin fee / account holder | $45,090 | $18,969+137.7% | $16,474+173.7% | $28,387+58.8% |