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 10-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 | $15,660 | $77,813-79.9% | $123,544-87.3% | $64,186-75.6% |
| Participation rate | 74.1% | 74.7%-0.6pp | 82.3%-8.2pp | 69.6%+4.5pp |
| Annual return | -6.73% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,271 | $3,014-57.8% | $4,628-72.5% | $2,381-46.6% |
| Participant deferral / active EE | $3,207 | $5,240-38.8% | $6,426-50.1% | $3,470-7.6% |
| Admin fee / account holder | $2,469 | $5,519-55.3% | $9,284-73.4% | $4,888-49.5% |