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 | $5,938 | $176,377-96.6% | $134,143-95.6% | $158,922-96.3% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 3.32% | 63.63%-60.3pp | 36.33%-33.0pp | 302.83%-299.5pp |
| Employer contribution / active EE | $1,164 | $5,040-76.9% | $3,704-68.6% | $4,761-75.6% |
| Participant deferral / active EE | $1,573 | $4,091-61.5% | $3,499-55.0% | $5,982-73.7% |
| Admin fee / account holder | $5,254 | $8,718-39.7% | $6,684-21.4% | $11,246-53.3% |