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 | $26,315 | $198,466-86.7% | $170,442-84.6% | $147,584-82.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.80% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,970 | $6,184-68.1% | $5,433-63.7% | $4,876-59.6% |
| Participant deferral / active EE | $1,970 | $5,629-65.0% | $4,939-60.1% | $5,439-63.8% |
| Admin fee / account holder | $1,353 | $16,852-92.0% | $13,880-90.3% | $10,885-87.6% |