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 | $9,167 | $83,477-89.0% | $125,175-92.7% | $72,985-87.4% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.5%+28.4pp |
| Annual return | 29.98% | 25.78%+4.2pp | 43.79%-13.8pp | 81.00%-51.0pp |
| Employer contribution / active EE | $2,372 | $2,345+1.2% | $3,865-38.6% | $2,440-2.8% |
| Participant deferral / active EE | $2,569 | $3,585-28.3% | $4,937-48.0% | $3,607-28.8% |
| Admin fee / account holder | $631 | $5,517-88.6% | $9,702-93.5% | $5,124-87.7% |