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 3-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 | $6,796 | $48,795-86.1% | $65,493-89.6% | $84,808-92.0% |
| Participation rate | 76.9% | 67.0%+9.9pp | 73.1%+3.8pp | 68.3%+8.6pp |
| Annual return | 24.35% | 20.20%+4.1pp | 982.45%-958.1pp | 40.90%-16.5pp |
| Employer contribution / active EE | $1,023 | $1,930-47.0% | $2,574-60.3% | $2,631-61.1% |
| Participant deferral / active EE | $1,339 | $2,928-54.3% | $3,961-66.2% | $4,212-68.2% |
| Admin fee / account holder | $461 | $3,877-88.1% | $5,028-90.8% | $7,344-93.7% |