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 | $2,799 | $46,553-94.0% | $64,056-95.6% | $75,163-96.3% |
| Participation rate | 79.6% | 65.9%+13.7pp | 72.3%+7.3pp | 67.2%+12.4pp |
| Annual return | 21.46% | 26.03%-4.6pp | 33.69%-12.2pp | 160.62%-139.2pp |
| Employer contribution / active EE | $907 | $1,974-54.0% | $2,747-67.0% | $2,670-66.0% |
| Participant deferral / active EE | $1,190 | $2,837-58.1% | $3,880-69.3% | $4,125-71.2% |
| Admin fee / account holder | $681 | $2,952-76.9% | $3,068-77.8% | $5,651-87.9% |