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 5-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 | $17,045 | $82,664-79.4% | $125,339-86.4% | $68,494-75.1% |
| Participation rate | 88.3% | 75.0%+13.3pp | 82.4%+6.0pp | 67.9%+20.4pp |
| Annual return | 13.21% | -5.97%+19.2pp | 572.05%-558.8pp | -7.84%+21.1pp |
| Employer contribution / active EE | $3,640 | $3,381+7.6% | $4,814-24.4% | $2,596+40.2% |
| Participant deferral / active EE | $7,369 | $6,110+20.6% | $7,446-1.0% | $4,027+83.0% |
| Admin fee / account holder | $560 | $6,275-91.1% | $10,010-94.4% | $5,403-89.6% |