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 | $11,335 | $93,071-87.8% | $74,583-84.8% | $273,961-95.9% |
| Participation rate | 94.1% | 74.9%+19.2pp | 68.1%+26.0pp | 83.0%+11.1pp |
| Annual return | 7.38% | 26.18%-18.8pp | 20.47%-13.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,387 | $3,160-56.1% | $2,525-45.1% | $4,869-71.5% |
| Participant deferral / active EE | $2,256 | $4,160-45.8% | $3,458-34.8% | $5,287-57.3% |
| Admin fee / account holder | $8,047 | $5,272+52.6% | $4,138+94.5% | $10,132-20.6% |