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 | $4,597 | $57,065-91.9% | $75,670-93.9% | $70,131-93.4% |
| Participation rate | 91.1% | 68.1%+23.0pp | 72.3%+18.8pp | 69.5%+21.6pp |
| Annual return | 23.88% | 23.57%+0.3pp | 27.34%-3.5pp | 73.14%-49.3pp |
| Employer contribution / active EE | $614 | $1,817-66.2% | $2,352-73.9% | $2,342-73.8% |
| Participant deferral / active EE | $3,356 | $2,580+30.1% | $3,142+6.8% | $3,332+0.7% |
| Admin fee / account holder | $406 | $3,825-89.4% | $5,800-93.0% | $4,645-91.3% |