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 3-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 | $28,039 | $138,347-79.7% | $184,203-84.8% | $80,856-65.3% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 23.62% | 20.02%+3.6pp | 28.81%-5.2pp | 35.59%-12.0pp |
| Employer contribution / active EE | $4,473 | $4,850-7.8% | $6,427-30.4% | $2,755+62.4% |
| Participant deferral / active EE | $4,091 | $7,071-42.1% | $9,131-55.2% | $4,296-4.8% |
| Admin fee / account holder | $599 | $10,483-94.3% | $13,901-95.7% | $6,918-91.3% |