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 | $22,387 | $152,587-85.3% | $125,175-82.1% | $152,861-85.4% |
| Participation rate | 73.7% | 83.3%-9.7pp | 79.8%-6.1pp | 82.4%-8.8pp |
| Annual return | 18.32% | 54.84%-36.5pp | 43.79%-25.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,428 | $4,946-50.9% | $3,865-37.2% | $4,762-49.0% |
| Participant deferral / active EE | $3,144 | $5,868-46.4% | $4,937-36.3% | $5,850-46.3% |
| Admin fee / account holder | $1,471 | $13,434-89.0% | $9,702-84.8% | $11,596-87.3% |