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 8-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 | $4,590 | $115,882-96.0% | $100,516-95.4% | $158,922-97.1% |
| Participation rate | 94.4% | 81.6%+12.9pp | 79.4%+15.0pp | 82.0%+12.5pp |
| Annual return | 45.54% | 34.79%+10.8pp | 30.89%+14.7pp | 302.83%-257.3pp |
| Employer contribution / active EE | $1,055 | $4,103-74.3% | $3,418-69.1% | $4,761-77.8% |
| Participant deferral / active EE | $3,218 | $6,674-51.8% | $6,270-48.7% | $5,982-46.2% |
| Admin fee / account holder | $2,888 | $10,995-73.7% | $8,081-64.3% | $11,246-74.3% |