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 | $8,362 | $48,795-82.9% | $65,493-87.2% | $84,808-90.1% |
| Participation rate | 91.2% | 67.0%+24.2pp | 73.1%+18.1pp | 68.3%+22.9pp |
| Annual return | 25.25% | 20.20%+5.0pp | 982.45%-957.2pp | 40.90%-15.7pp |
| Employer contribution / active EE | $937 | $1,930-51.4% | $2,574-63.6% | $2,631-64.4% |
| Participant deferral / active EE | $2,863 | $2,928-2.2% | $3,961-27.7% | $4,212-32.0% |
| Admin fee / account holder | $618 | $3,877-84.1% | $5,028-87.7% | $7,344-91.6% |