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 | $4,579 | $81,248-94.4% | $155,509-97.1% | $80,856-94.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.55% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,300 | $3,100-58.1% | $4,672-72.2% | $2,755-52.8% |
| Participant deferral / active EE | $1,351 | $3,452-60.9% | $5,626-76.0% | $4,296-68.5% |
| Admin fee / account holder | $323 | $7,997-96.0% | $15,912-98.0% | $6,918-95.3% |