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 | $9,628 | $73,867-87.0% | $143,757-93.3% | $68,494-85.9% |
| Participation rate | 82.4% | 66.7%+15.7pp | 80.3%+2.0pp | 67.9%+14.5pp |
| Annual return | -14.42% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $870 | $3,184-72.7% | $4,951-82.4% | $2,596-66.5% |
| Participant deferral / active EE | $1,649 | $3,384-51.3% | $5,637-70.7% | $4,027-59.0% |
| Admin fee / account holder | $626 | $5,755-89.1% | $14,673-95.7% | $5,403-88.4% |