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 | $16,733 | $98,240-83.0% | $82,313-79.7% | $147,584-88.7% |
| Participation rate | 85.0% | 79.7%+5.3pp | 76.9%+8.1pp | 82.8%+2.2pp |
| Annual return | 14.25% | 30.85%-16.6pp | 25.88%-11.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,820 | $4,383+10.0% | $3,706+30.1% | $5,439-11.4% |
| Admin fee / account holder | $561 | $8,563-93.4% | $5,608-90.0% | $10,885-94.8% |