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 | $13,526 | $53,822-74.9% | $75,696-82.1% | $85,850-84.2% |
| Participation rate | 70.8% | 69.1%+1.8pp | 74.8%-4.0pp | 69.3%+1.5pp |
| Annual return | 24.94% | 24.54%+0.4pp | 104.53%-79.6pp | 318.53%-293.6pp |
| Employer contribution / active EE | $514 | $2,017-74.5% | $2,743-81.2% | $2,565-79.9% |
| Participant deferral / active EE | $2,142 | $2,895-26.0% | $3,821-43.9% | $3,952-45.8% |
| Admin fee / account holder | $419 | $3,343-87.5% | $3,619-88.4% | $6,260-93.3% |