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 | $36,595 | $116,875-68.7% | $135,584-73.0% | $116,875-68.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.9%+25.1pp | 74.5%+25.5pp |
| Annual return | 15.73% | 16.29%-0.6pp | -6.29%+22.0pp | 16.29%-0.6pp |
| Employer contribution / active EE | $1,491 | $3,288-54.6% | $2,978-49.9% | $3,288-54.6% |
| Participant deferral / active EE | $1,680 | $3,885-56.8% | $3,505-52.1% | $3,885-56.8% |
| Admin fee / account holder | $6,027 | $12,263-50.9% | $7,720-21.9% | $12,263-50.9% |