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 6-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 | $17,199 | $80,968-78.8% | $96,544-82.2% | $75,163-77.1% |
| Participation rate | 76.1% | 71.8%+4.3pp | 76.0%+0.1pp | 67.2%+8.9pp |
| Annual return | 18.35% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,417 | $2,282-37.9% | $2,965-52.2% | $2,670-46.9% |
| Participant deferral / active EE | $1,837 | $3,928-53.2% | $4,851-62.1% | $4,125-55.5% |
| Admin fee / account holder | $2,911 | $6,724-56.7% | $8,252-64.7% | $5,651-48.5% |