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 7-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 | $27,989 | $109,413-74.4% | $156,263-82.1% | $84,808-67.0% |
| Participation rate | 79.1% | 72.7%+6.4pp | 78.9%+0.2pp | 68.3%+10.8pp |
| Annual return | 20.62% | 20.18%+0.4pp | 59.47%-38.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,061 | $2,907-29.1% | $4,333-52.4% | $2,631-21.7% |
| Participant deferral / active EE | $4,220 | $4,590-8.1% | $6,158-31.5% | $4,212+0.2% |
| Admin fee / account holder | $1,990 | $9,357-78.7% | $14,255-86.0% | $7,344-72.9% |