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 | $10,263 | $127,065-91.9% | $113,168-90.9% | $142,382-92.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.58% | 24.03%-6.4pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,156 | $3,442-37.4% | $2,975-27.5% | $4,299-49.8% |
| Participant deferral / active EE | $2,216 | $5,716-61.2% | $5,107-56.6% | $6,507-65.9% |
| Admin fee / account holder | $1,915 | $15,736-87.8% | $12,068-84.1% | $12,624-84.8% |