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 | $9,876 | $189,613-94.8% | $167,512-94.1% | $142,382-93.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.65% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,025 | $4,349-53.4% | $3,882-47.8% | $4,299-52.9% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $17,635 | $10,528+67.5% | $9,769+80.5% | $12,624+39.7% |