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 | $15,708 | $74,927-79.0% | $101,794-84.6% | $84,808-81.5% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.2%+23.1pp | 68.3%+24.0pp |
| Annual return | 61.81% | 18.70%+43.1pp | 30.53%+31.3pp | 40.90%+20.9pp |
| Employer contribution / active EE | $4,024 | $1,522+164.4% | $2,289+75.8% | $2,631+52.9% |
| Participant deferral / active EE | $5,674 | $3,099+83.1% | $4,084+38.9% | $4,212+34.7% |
| Admin fee / account holder | $729 | $6,514-88.8% | $8,777-91.7% | $7,344-90.1% |