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 7-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 | $12,698 | $202,432-93.7% | $169,368-92.5% | $139,434-90.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.23% | 531.74%-513.5pp | 405.60%-387.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,667 | $4,692-64.5% | $4,013-58.5% | $4,751-64.9% |
| Participant deferral / active EE | $5,793 | $6,938-16.5% | $6,221-6.9% | $6,710-13.7% |
| Admin fee / account holder | $1,628 | $10,708-84.8% | $9,003-81.9% | $11,403-85.7% |