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 | $23,217 | $171,164-86.4% | $127,761-81.8% | $152,861-84.8% |
| Participation rate | 77.8% | 83.4%-5.7pp | 79.0%-1.2pp | 82.4%-4.7pp |
| Annual return | 16.80% | 23.54%-6.7pp | 26.14%-9.3pp | 345.32%-328.5pp |
| Employer contribution / active EE | $3,417 | $5,447-37.3% | $4,574-25.3% | $4,762-28.2% |
| Participant deferral / active EE | $5,036 | $7,038-28.5% | $6,021-16.4% | $5,850-13.9% |
| Admin fee / account holder | $399 | $14,530-97.3% | $9,395-95.8% | $11,596-96.6% |