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 9-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 | $10,472 | $226,064-95.4% | $182,532-94.3% | $152,861-93.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 26.94% | 192.51%-165.6pp | 148.54%-121.6pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,185 | $4,978-76.2% | $4,076-70.9% | $4,762-75.1% |
| Participant deferral / active EE | $3,364 | $6,368-47.2% | $5,524-39.1% | $5,850-42.5% |
| Admin fee / account holder | $1,769 | $10,703-83.5% | $8,592-79.4% | $11,596-84.7% |