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 | $15,766 | $78,422-79.9% | $95,952-83.6% | $79,858-80.3% |
| Participation rate | 80.4% | 73.5%+6.9pp | 77.1%+3.4pp | 69.6%+10.8pp |
| Annual return | 14.10% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,126 | $1,945-42.1% | $2,541-55.7% | $2,471-54.4% |
| Participant deferral / active EE | $2,918 | $3,440-15.2% | $4,167-30.0% | $3,740-22.0% |
| Admin fee / account holder | $2,821 | $5,622-49.8% | $6,795-58.5% | $5,306-46.8% |