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 | $32,977 | $95,803-65.6% | $113,168-70.9% | $84,808-61.1% |
| Participation rate | 93.9% | 72.9%+21.0pp | 76.6%+17.3pp | 68.3%+25.6pp |
| Annual return | 22.81% | 25.00%-2.2pp | 24.27%-1.5pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,183 | $2,360-49.9% | $2,975-60.2% | $2,631-55.0% |
| Participant deferral / active EE | $3,328 | $4,242-21.6% | $5,107-34.8% | $4,212-21.0% |
| Admin fee / account holder | $1,153 | $8,989-87.2% | $12,068-90.4% | $7,344-84.3% |