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 5-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 | $12,007 | $214,378-94.4% | $200,582-94.0% | $142,382-91.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.82% | 46.41%-15.6pp | 42.33%-11.5pp | 217.08%-186.3pp |
| Employer contribution / active EE | $2,565 | $6,841-62.5% | $6,419-60.0% | $4,299-40.3% |
| Participant deferral / active EE | $11,955 | $9,865+21.2% | $9,331+28.1% | $6,507+83.7% |
| Admin fee / account holder | $4,309 | $17,692-75.6% | $16,305-73.6% | $12,624-65.9% |