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 4-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 | $12,990 | $95,803-86.4% | $113,168-88.5% | $84,808-84.7% |
| Participation rate | 97.9% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.6pp |
| Annual return | 21.03% | 25.00%-4.0pp | 24.27%-3.2pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,419 | $2,360+2.5% | $2,975-18.7% | $2,631-8.1% |
| Participant deferral / active EE | $2,762 | $4,242-34.9% | $5,107-45.9% | $4,212-34.4% |
| Admin fee / account holder | $1,788 | $8,989-80.1% | $12,068-85.2% | $7,344-75.7% |