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 | $13,638 | $91,552-85.1% | $133,956-89.8% | $79,858-82.9% |
| Participation rate | 88.5% | 73.3%+15.2pp | 79.8%+8.7pp | 69.6%+18.9pp |
| Annual return | 15.66% | 61.85%-46.2pp | 45.09%-29.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $737 | $2,384-69.1% | $3,919-81.2% | $2,471-70.2% |
| Participant deferral / active EE | $1,886 | $3,733-49.5% | $5,048-62.6% | $3,740-49.6% |
| Admin fee / account holder | $629 | $6,321-90.0% | $8,927-93.0% | $5,306-88.1% |