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 3-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 | $11,593 | $127,065-90.9% | $113,168-89.8% | $142,382-91.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.36% | 24.03%-3.7pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,097 | $3,442-39.1% | $2,975-29.5% | $4,299-51.2% |
| Participant deferral / active EE | $2,600 | $5,716-54.5% | $5,107-49.1% | $6,507-60.1% |
| Admin fee / account holder | $2,328 | $15,736-85.2% | $12,068-80.7% | $12,624-81.6% |