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 | $17,307 | $52,903-67.3% | $73,307-76.4% | $59,632-71.0% |
| Participation rate | 73.6% | 68.2%+5.4pp | 74.9%-1.3pp | 68.7%+4.9pp |
| Annual return | 1.32% | 12.20%-10.9pp | 5.67%-4.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $307 | $1,909-83.9% | $3,237-90.5% | $2,203-86.1% |
| Participant deferral / active EE | $4,301 | $4,069+5.7% | $4,991-13.8% | $3,192+34.8% |
| Admin fee / account holder | $1,516 | $3,834-60.5% | $5,637-73.1% | $4,297-64.7% |