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 7-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 | $19,933 | $214,378-90.7% | $200,582-90.1% | $142,382-86.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 11.84% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,130 | $6,841-68.9% | $6,419-66.8% | $4,299-50.5% |
| Participant deferral / active EE | $3,866 | $9,865-60.8% | $9,331-58.6% | $6,507-40.6% |
| Admin fee / account holder | $4,725 | $17,692-73.3% | $16,305-71.0% | $12,624-62.6% |