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 8-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 | $8,016 | $58,512-86.3% | $84,015-90.5% | $72,985-89.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 30.80% | 28.93%+1.9pp | 71.31%-40.5pp | 81.00%-50.2pp |
| Employer contribution / active EE | $3,408 | $1,163+193.1% | $1,983+71.8% | $2,440+39.7% |
| Participant deferral / active EE | $1,992 | $2,394-16.8% | $3,239-38.5% | $3,607-44.8% |
| Admin fee / account holder | $508 | $4,569-88.9% | $6,101-91.7% | $5,124-90.1% |