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 3-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 | $3,550 | $104,974-96.6% | $95,585-96.3% | $142,382-97.5% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 14.43% | 210.33%-195.9pp | 38.56%-24.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $715 | $2,779-74.3% | $2,527-71.7% | $4,299-83.4% |
| Participant deferral / active EE | $1,445 | $4,352-66.8% | $4,023-64.1% | $6,507-77.8% |
| Admin fee / account holder | $2,553 | $6,386-60.0% | $6,127-58.3% | $12,624-79.8% |