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 | $13,509 | $118,450-88.6% | $98,439-86.3% | $139,434-90.3% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 50.21% | 18.94%+31.3pp | 21.16%+29.0pp | 372.94%-322.7pp |
| Employer contribution / active EE | $3,182 | $3,609-11.8% | $3,048+4.4% | $4,751-33.0% |
| Participant deferral / active EE | $3,200 | $5,392-40.7% | $4,738-32.5% | $6,710-52.3% |
| Admin fee / account holder | $2,052 | $14,026-85.4% | $8,948-77.1% | $11,403-82.0% |