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 | $13,467 | $56,199-76.0% | $67,652-80.1% | $59,632-77.4% |
| Participation rate | 73.2% | 71.5%+1.7pp | 75.7%-2.5pp | 68.7%+4.5pp |
| Annual return | 26.66% | 18505.31%-18478.6pp | 6625.04%-6598.4pp | 2041.28%-2014.6pp |
| Employer contribution / active EE | $1,487 | $1,614-7.9% | $2,266-34.4% | $2,203-32.5% |
| Participant deferral / active EE | $3,799 | $2,844+33.6% | $3,560+6.7% | $3,192+19.0% |
| Admin fee / account holder | $3,360 | $3,958-15.1% | $4,821-30.3% | $4,297-21.8% |