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 | $12,045 | $202,432-94.1% | $169,368-92.9% | $139,434-91.4% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 19.51% | 531.74%-512.2pp | 405.60%-386.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,473 | $4,692-47.3% | $4,013-38.4% | $4,751-47.9% |
| Participant deferral / active EE | $4,229 | $6,938-39.0% | $6,221-32.0% | $6,710-37.0% |
| Admin fee / account holder | $3,204 | $10,708-70.1% | $9,003-64.4% | $11,403-71.9% |