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 | $11,741 | $115,770-89.9% | $101,248-88.4% | $158,922-92.6% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 36.02% | 56.14%-20.1pp | 46.47%-10.5pp | 302.83%-266.8pp |
| Employer contribution / active EE | $1,990 | $4,175-52.3% | $3,660-45.6% | $4,761-58.2% |
| Participant deferral / active EE | $3,301 | $4,957-33.4% | $4,370-24.5% | $5,982-44.8% |
| Admin fee / account holder | $456 | $7,245-93.7% | $5,945-92.3% | $11,246-95.9% |