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 4-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 | $17,322 | $74,927-76.9% | $101,794-83.0% | $84,808-79.6% |
| Participation rate | 82.1% | 61.4%+20.7pp | 69.2%+13.0pp | 68.3%+13.8pp |
| Annual return | 20.41% | 18.70%+1.7pp | 30.53%-10.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,513 | $1,522-0.6% | $2,289-33.9% | $2,631-42.5% |
| Participant deferral / active EE | $2,058 | $3,099-33.6% | $4,084-49.6% | $4,212-51.1% |
| Admin fee / account holder | $597 | $6,514-90.8% | $8,777-93.2% | $7,344-91.9% |