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 9-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 | $14,966 | $157,256-90.5% | $141,162-89.4% | $152,861-90.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.78% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,904 | $5,261-63.8% | $4,735-59.8% | $4,762-60.0% |
| Participant deferral / active EE | $5,684 | $7,109-20.0% | $6,709-15.3% | $5,850-2.8% |
| Admin fee / account holder | $507 | $12,120-95.8% | $10,261-95.1% | $11,596-95.6% |