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 9-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 | $10,618 | $100,754-89.5% | $86,677-87.7% | $134,475-92.1% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -15.26% | 29.04%-44.3pp | 35.91%-51.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,008 | $3,489-71.1% | $2,836-64.5% | $4,740-78.7% |
| Participant deferral / active EE | $2,944 | $5,338-44.8% | $4,656-36.8% | $6,400-54.0% |
| Admin fee / account holder | $343 | $10,926-96.9% | $7,493-95.4% | $11,426-97.0% |