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 | $12,511 | $127,065-90.2% | $113,168-88.9% | $142,382-91.2% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 23.95% | 24.03%-0.1pp | 24.27%-0.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,750 | $3,442-49.2% | $2,975-41.2% | $4,299-59.3% |
| Participant deferral / active EE | $2,961 | $5,716-48.2% | $5,107-42.0% | $6,507-54.5% |
| Admin fee / account holder | $6,556 | $15,736-58.3% | $12,068-45.7% | $12,624-48.1% |