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 | $9,074 | $189,613-95.2% | $167,512-94.6% | $142,382-93.6% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 20.57% | 2024.68%-2004.1pp | 1615.79%-1595.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,070 | $4,349-52.4% | $3,882-46.7% | $4,299-51.9% |
| Participant deferral / active EE | $2,824 | $6,981-59.6% | $6,405-55.9% | $6,507-56.6% |
| Admin fee / account holder | $3,551 | $10,528-66.3% | $9,769-63.7% | $12,624-71.9% |