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 4-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 | $2,929 | $202,432-98.6% | $169,368-98.3% | $139,434-97.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.49% | 531.74%-518.3pp | 405.60%-392.1pp | 372.94%-359.5pp |
| Employer contribution / active EE | $919 | $4,692-80.4% | $4,013-77.1% | $4,751-80.7% |
| Participant deferral / active EE | $1,591 | $6,938-77.1% | $6,221-74.4% | $6,710-76.3% |
| Admin fee / account holder | $860 | $10,708-92.0% | $9,003-90.4% | $11,403-92.5% |