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 | $5,431 | $81,460-93.3% | $103,333-94.7% | $80,856-93.3% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.6%+10.9pp |
| Annual return | 11.91% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,316 | $3,105-25.4% | $3,868-40.1% | $2,755-15.9% |
| Participant deferral / active EE | $1,999 | $3,869-48.3% | $5,057-60.5% | $4,296-53.5% |
| Admin fee / account holder | $780 | $6,566-88.1% | $8,355-90.7% | $6,918-88.7% |