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 6-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 | $22,497 | $62,327-63.9% | $120,354-81.3% | $74,495-69.8% |
| Participation rate | 99.2% | 56.8%+42.4pp | 71.9%+27.3pp | 67.2%+32.0pp |
| Annual return | 11.93% | 18.61%-6.7pp | 107.15%-95.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $759 | $1,843-58.8% | $3,463-78.1% | $2,623-71.1% |
| Participant deferral / active EE | $1,411 | $2,893-51.2% | $4,991-71.7% | $4,346-67.5% |
| Admin fee / account holder | $4,111 | $2,396+71.6% | $9,423-56.4% | $1,942+111.7% |