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 | $15,957 | $227,553-93.0% | $189,557-91.6% | $167,490-90.5% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 34.55% | 78.40%-43.8pp | 64.17%-29.6pp | 478.56%-444.0pp |
| Employer contribution / active EE | $1,141 | $5,316-78.5% | $4,412-74.1% | $4,837-76.4% |
| Participant deferral / active EE | $6,503 | $7,002-7.1% | $6,174+5.3% | $6,341+2.6% |
| Admin fee / account holder | $583 | $11,878-95.1% | $9,807-94.1% | $12,309-95.3% |