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 9-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 | $6,648 | $72,012-90.8% | $185,823-96.4% | $79,858-91.7% |
| Participation rate | 89.3% | 65.8%+23.6pp | 78.0%+11.3pp | 69.6%+19.7pp |
| Annual return | 23.88% | 23.12%+0.8pp | 35.95%-12.1pp | 31.71%-7.8pp |
| Employer contribution / active EE | $885 | $1,965-55.0% | $4,087-78.4% | $2,471-64.2% |
| Participant deferral / active EE | $1,496 | $3,779-60.4% | $5,632-73.4% | $3,740-60.0% |
| Admin fee / account holder | $456 | $4,513-89.9% | $9,500-95.2% | $5,306-91.4% |