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 6-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 | $6,482 | $185,822-96.5% | $169,993-96.2% | $139,434-95.4% |
| Participation rate | 86.4% | 87.8%-1.4pp | 87.0%-0.6pp | 80.3%+6.0pp |
| Annual return | 14.94% | 60.50%-45.6pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,332 | $7,590-69.3% | $6,785-65.6% | $4,751-50.9% |
| Participant deferral / active EE | $3,851 | $11,622-66.9% | $10,408-63.0% | $6,710-42.6% |
| Admin fee / account holder | $3,634 | $15,381-76.4% | $12,815-71.6% | $11,403-68.1% |