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 | $16,270 | $92,222-82.4% | $76,768-78.8% | $135,375-88.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.89% | 5.46%-10.4pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,367 | $3,216+4.7% | $2,485+35.5% | $4,779-29.5% |
| Participant deferral / active EE | $3,070 | $4,509-31.9% | $3,852-20.3% | $5,609-45.3% |
| Admin fee / account holder | $14,705 | $10,748+36.8% | $6,675+120.3% | $10,827+35.8% |