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 | $16,642 | $167,307-90.1% | $143,757-88.4% | $134,475-87.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | 43.19% | 0.46%+42.7pp | -0.04%+43.2pp | 417.96%-374.8pp |
| Employer contribution / active EE | $1,465 | $5,619-73.9% | $4,951-70.4% | $4,740-69.1% |
| Participant deferral / active EE | $2,115 | $6,446-67.2% | $5,637-62.5% | $6,400-66.9% |
| Admin fee / account holder | $1,953 | $18,088-89.2% | $14,673-86.7% | $11,426-82.9% |