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 | $40,998 | $136,307-69.9% | $177,821-76.9% | $73,488-44.2% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.7%+10.4pp | 70.7%+27.4pp |
| Annual return | 17.41% | 18.68%-1.3pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,439 | $3,712-34.3% | $5,918-58.8% | $2,270+7.4% |
| Participant deferral / active EE | $4,871 | $5,829-16.4% | $7,714-36.9% | $3,740+30.3% |
| Admin fee / account holder | $2,327 | $596+290.8% | $12,427-81.3% | $513+353.6% |