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 | $20,030 | $89,753-77.7% | $107,525-81.4% | $84,808-76.4% |
| Participation rate | 97.9% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.6pp |
| Annual return | 15.66% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,365 | $3,113-56.2% | $3,754-63.6% | $2,631-48.1% |
| Participant deferral / active EE | $3,871 | $4,056-4.6% | $5,116-24.3% | $4,212-8.1% |
| Admin fee / account holder | $764 | $7,222-89.4% | $8,919-91.4% | $7,344-89.6% |