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 | $17,308 | $98,750-82.5% | $149,696-88.4% | $79,858-78.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.53% | 27.43%-2.9pp | 276.60%-252.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $5,739 | $3,216+78.4% | $4,644+23.6% | $2,471+132.3% |
| Participant deferral / active EE | $4,336 | $5,680-23.7% | $6,842-36.6% | $3,740+15.9% |
| Admin fee / account holder | $317 | $6,053-94.8% | $9,309-96.6% | $5,306-94.0% |