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 | $11,506 | $72,492-84.1% | $87,100-86.8% | $72,985-84.2% |
| Participation rate | 92.2% | 72.8%+19.3pp | 76.9%+15.3pp | 69.5%+22.7pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,893 | $1,894-0.1% | $2,521-24.9% | $2,440-22.4% |
| Participant deferral / active EE | $3,990 | $3,270+22.0% | $4,049-1.4% | $3,607+10.6% |
| Admin fee / account holder | $2,724 | $5,055-46.1% | $7,497-63.7% | $5,124-46.8% |