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 4-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 | $17,057 | $185,822-90.8% | $169,993-90.0% | $139,434-87.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 45.97% | 60.50%-14.5pp | 53.37%-7.4pp | 372.94%-327.0pp |
| Employer contribution / active EE | $4,340 | $7,590-42.8% | $6,785-36.0% | $4,751-8.7% |
| Participant deferral / active EE | $5,637 | $11,622-51.5% | $10,408-45.8% | $6,710-16.0% |
| Admin fee / account holder | $3,014 | $15,381-80.4% | $12,815-76.5% | $11,403-73.6% |