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 | $14,944 | $124,281-88.0% | $109,143-86.3% | $167,490-91.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.02% | 26.04%-16.0pp | 25.75%-15.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,926 | $4,207-54.2% | $3,722-48.2% | $4,837-60.2% |
| Participant deferral / active EE | $5,340 | $5,255+1.6% | $4,653+14.8% | $6,341-15.8% |
| Admin fee / account holder | $10,136 | $7,970+27.2% | $6,752+50.1% | $12,309-17.7% |