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 5-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 | $9,674 | $148,534-93.5% | $135,903-92.9% | $139,434-93.1% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 34.74% | 79.19%-44.5pp | 68.23%-33.5pp | 372.94%-338.2pp |
| Employer contribution / active EE | $4,260 | $5,243-18.8% | $4,856-12.3% | $4,751-10.3% |
| Participant deferral / active EE | $5,418 | $8,100-33.1% | $7,758-30.2% | $6,710-19.3% |
| Admin fee / account holder | $785 | $12,400-93.7% | $10,762-92.7% | $11,403-93.1% |