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 3-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 | $14,214 | $127,065-88.8% | $113,168-87.4% | $142,382-90.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.86% | 24.03%-4.2pp | 24.27%-4.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,163 | $3,442+21.0% | $2,975+39.9% | $4,299-3.2% |
| Participant deferral / active EE | $8,204 | $5,716+43.5% | $5,107+60.7% | $6,507+26.1% |
| Admin fee / account holder | $910 | $15,736-94.2% | $12,068-92.5% | $12,624-92.8% |