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 3-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 | $11,300 | $189,613-94.0% | $167,512-93.3% | $142,382-92.1% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 26.17% | 2024.68%-1998.5pp | 1615.79%-1589.6pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,715 | $4,349-37.6% | $3,882-30.1% | $4,299-36.9% |
| Participant deferral / active EE | $3,190 | $6,981-54.3% | $6,405-50.2% | $6,507-51.0% |
| Admin fee / account holder | $975 | $10,528-90.7% | $9,769-90.0% | $12,624-92.3% |