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 9-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 | $10,740 | $157,256-93.2% | $141,162-92.4% | $152,861-93.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 30.65% | 64.32%-33.7pp | 71.39%-40.7pp | 345.32%-314.7pp |
| Employer contribution / active EE | $3,018 | $5,261-42.6% | $4,735-36.3% | $4,762-36.6% |
| Participant deferral / active EE | $6,079 | $7,109-14.5% | $6,709-9.4% | $5,850+3.9% |
| Admin fee / account holder | $4,640 | $12,120-61.7% | $10,261-54.8% | $11,596-60.0% |