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 | $15,043 | $175,202-91.4% | $149,673-89.9% | $139,434-89.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 28.45% | 166.71%-138.3pp | 134.42%-106.0pp | 372.94%-344.5pp |
| Employer contribution / active EE | $3,150 | $5,474-42.5% | $4,818-34.6% | $4,751-33.7% |
| Participant deferral / active EE | $6,336 | $6,519-2.8% | $5,680+11.5% | $6,710-5.6% |
| Admin fee / account holder | $729 | $16,150-95.5% | $13,210-94.5% | $11,403-93.6% |