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 | $23,130 | $71,883-67.8% | $86,677-73.3% | $68,494-66.2% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -14.71% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,653 | $2,173-23.9% | $2,836-41.7% | $2,596-36.3% |
| Participant deferral / active EE | $1,745 | $3,779-53.8% | $4,656-62.5% | $4,027-56.7% |
| Admin fee / account holder | $3,395 | $6,112-44.5% | $7,493-54.7% | $5,403-37.2% |