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 | $21,738 | $198,466-89.0% | $170,442-87.2% | $147,584-85.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 25.19% | 257.29%-232.1pp | 205.93%-180.7pp | 578.55%-553.4pp |
| Employer contribution / active EE | $2,539 | $6,184-58.9% | $5,433-53.3% | $4,876-47.9% |
| Participant deferral / active EE | $7,169 | $5,629+27.3% | $4,939+45.1% | $5,439+31.8% |
| Admin fee / account holder | $352 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |