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 | $9,834 | $183,519-94.6% | $155,509-93.7% | $145,922-93.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.73% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,922 | $5,313-63.8% | $4,672-58.9% | $4,660-58.8% |
| Participant deferral / active EE | $2,556 | $6,462-60.5% | $5,626-54.6% | $6,688-61.8% |
| Admin fee / account holder | $4,115 | $19,313-78.7% | $15,912-74.1% | $13,397-69.3% |