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 4-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 | $7,238 | $117,983-93.9% | $101,794-92.9% | $142,382-94.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.93% | 36.92%-16.0pp | 30.53%-9.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,078 | $2,773-61.1% | $2,289-52.9% | $4,299-74.9% |
| Participant deferral / active EE | $3,150 | $4,714-33.2% | $4,084-22.9% | $6,507-51.6% |
| Admin fee / account holder | $525 | $10,433-95.0% | $8,777-94.0% | $12,624-95.8% |