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 | $4,260 | $99,877-95.7% | $84,966-95.0% | $145,922-97.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.23% | 83.76%-72.5pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,357 | $3,231-58.0% | $2,727-50.2% | $4,660-70.9% |
| Participant deferral / active EE | $2,098 | $5,291-60.3% | $4,519-53.6% | $6,688-68.6% |
| Admin fee / account holder | $1,422 | $7,248-80.4% | $6,149-76.9% | $13,397-89.4% |