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 5-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 | $15,718 | $183,519-91.4% | $155,509-89.9% | $145,922-89.2% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 9.22% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,618 | $5,313-69.5% | $4,672-65.4% | $4,660-65.3% |
| Participant deferral / active EE | $2,346 | $6,462-63.7% | $5,626-58.3% | $6,688-64.9% |
| Admin fee / account holder | $405 | $19,313-97.9% | $15,912-97.5% | $13,397-97.0% |