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 7-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 | $20,580 | $83,477-75.3% | $125,175-83.6% | $72,985-71.8% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.5%+25.5pp |
| Annual return | 49.95% | 25.78%+24.2pp | 43.79%+6.2pp | 81.00%-31.1pp |
| Employer contribution / active EE | $4,185 | $2,345+78.5% | $3,865+8.3% | $2,440+71.5% |
| Participant deferral / active EE | $6,709 | $3,585+87.1% | $4,937+35.9% | $3,607+86.0% |
| Admin fee / account holder | $436 | $5,517-92.1% | $9,702-95.5% | $5,124-91.5% |