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 | $28,795 | $181,894-84.2% | $156,549-81.6% | $273,961-89.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.67% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,610 | $6,248-42.2% | $5,501-34.4% | $4,869-25.9% |
| Participant deferral / active EE | $5,639 | $5,550+1.6% | $4,871+15.8% | $5,287+6.6% |
| Admin fee / account holder | $6,862 | $15,559-55.9% | $13,027-47.3% | $10,132-32.3% |