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 | $9,122 | $181,894-95.0% | $156,549-94.2% | $273,961-96.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 10.25% | 30.74%-20.5pp | 32.23%-22.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,619 | $6,248-74.1% | $5,501-70.6% | $4,869-66.7% |
| Participant deferral / active EE | $2,113 | $5,550-61.9% | $4,871-56.6% | $5,287-60.0% |
| Admin fee / account holder | $319 | $15,559-97.9% | $13,027-97.5% | $10,132-96.8% |